+1.1%
TEL vs BNY
+59.6%
-58.4%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | +3.0% | +1.4% | +1.5% | +2.1% |
| 30D | -3.9% | +3.8% | -7.8% | -6.1% |
| 3M | -5.1% | +14.9% | -20.0% | -13.5% |
| 6M | +0.6% | +40.3% | -39.7% | -19.8% |
| YTD | -7.3% | +43.8% | -51.1% | -27.8% |
| 1Y | +1.1% | +58.9% | -57.7% | -24.2% |
| All | +1.1% | +59.6% | -58.4% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 1y: compounded portfolio wealth divided by compounded BNY 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…
1y analysis · Full analysis span regression · 6 months rolling