+670.1%
TEL vs BEN
+57.0%
+613.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.5% | -1.6% |
| 7D | -1.4% | +4.7% | -6.1% | -3.8% |
| 30D | -4.9% | +2.6% | -7.5% | -6.3% |
| 3M | +0.1% | +11.5% | -11.4% | -5.8% |
| 6M | +0.4% | +35.3% | -35.0% | -15.1% |
| YTD | -8.9% | +48.6% | -57.6% | -26.9% |
| 1Y | -0.3% | +46.7% | -47.0% | -19.8% |
| 3Y | +67.6% | +57.0% | +10.6% | +25.1% |
| 5Y | +50.7% | +41.8% | +8.9% | +15.8% |
| 10Y | +288.6% | +55.2% | +233.4% | +157.4% |
| All | +670.1% | +57.0% | +613.0% | +285.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling