+696.3%
TEL vs AZO
+1,996.0%
-1,299.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.7% | +3.6% |
| 7D | +1.6% | -3.6% | +5.2% | +3.1% |
| 30D | -0.7% | -5.6% | +4.9% | +1.6% |
| 3M | +2.4% | -6.6% | +9.1% | +4.8% |
| 6M | +4.1% | -22.5% | +26.6% | +14.6% |
| YTD | -5.8% | -15.2% | +9.4% | -0.8% |
| 1Y | +0.9% | -33.9% | +34.8% | +17.4% |
| 3Y | +72.6% | +11.8% | +60.8% | +55.4% |
| 5Y | +57.5% | +85.5% | -28.0% | +9.9% |
| 10Y | +313.6% | +298.2% | +15.4% | +93.7% |
| All | +696.3% | +1,996.0% | -1,299.7% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AZO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling