+309.3%
TEL vs BEN
+56.6%
+252.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | +1.6% | -3.1% | +4.7% | +3.1% |
| 30D | -0.7% | +0.2% | -0.8% | -0.8% |
| 3M | +2.4% | +6.8% | -4.4% | -1.0% |
| 6M | +4.1% | +38.1% | -34.0% | -11.1% |
| YTD | -5.8% | +44.3% | -50.2% | -21.6% |
| 1Y | +0.9% | +42.6% | -41.7% | -15.8% |
| 3Y | +72.6% | +52.3% | +20.3% | +35.0% |
| 5Y | +57.5% | +37.6% | +19.9% | +26.5% |
| All | +309.3% | +56.6% | +252.7% | +190.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling