+309.3%
TEL vs BIDU
-48.7%
+358.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.7% | +3.4% |
| 7D | +1.6% | -8.1% | +9.7% | +3.4% |
| 30D | -0.7% | -12.8% | +12.2% | +2.1% |
| 3M | +2.4% | -21.3% | +23.7% | +7.3% |
| 6M | +4.1% | -27.0% | +31.1% | +10.2% |
| YTD | -5.8% | -30.0% | +24.2% | +0.1% |
| 1Y | +0.9% | -18.3% | +19.1% | +2.7% |
| 3Y | +72.6% | -33.8% | +106.4% | +78.6% |
| 5Y | +57.5% | -44.3% | +101.9% | +59.1% |
| All | +309.3% | -48.7% | +358.0% | +260.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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