+309.3%
TEL vs BND
+15.0%
+294.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.6% |
| 7D | +1.6% | -1.0% | +2.6% | +2.1% |
| 30D | -0.7% | -1.1% | +0.5% | -0.1% |
| 3M | +2.4% | -1.9% | +4.3% | +3.4% |
| 6M | +4.1% | -1.6% | +5.8% | +5.1% |
| YTD | -5.8% | -1.2% | -4.6% | -5.1% |
| 1Y | +0.9% | -0.7% | +1.6% | +1.4% |
| 3Y | +72.6% | +12.5% | +60.1% | +63.6% |
| 5Y | +57.5% | -2.5% | +60.1% | +52.7% |
| All | +309.3% | +15.0% | +294.4% | +348.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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