+56.5%
TEL vs BNS
+94.7%
-38.1%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +3.2% |
| 7D | +1.6% | -0.4% | +2.0% | +1.9% |
| 30D | -0.7% | +3.5% | -4.1% | -3.1% |
| 3M | +2.4% | +14.1% | -11.6% | -6.6% |
| 6M | +4.1% | +33.8% | -29.6% | -14.5% |
| YTD | -5.8% | +29.5% | -35.3% | -21.0% |
| 1Y | +0.9% | +48.4% | -47.5% | -22.6% |
| 3Y | +72.6% | +129.6% | -57.0% | -2.0% |
| All | +56.5% | +94.7% | -38.1% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 5y: compounded portfolio wealth divided by compounded BNS 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…
5y analysis · Full analysis span regression · 6 months rolling