-8.6%
TEL vs BB
+88.0%
-96.6%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.0% | -6.8% | -0.7% |
| 7D | -0.5% | -6.8% | +6.3% | +0.4% |
| 30D | +0.6% | -3.5% | +4.1% | +0.8% |
| 3M | +2.0% | -1.2% | +3.2% | +1.8% |
| 6M | +8.1% | +57.0% | -48.9% | -2.9% |
| YTD | -2.2% | +131.1% | -133.3% | -20.7% |
| 1Y | -8.6% | +87.6% | -96.2% | -21.8% |
| All | -8.6% | +88.0% | -96.6% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling