-7.4%
TEL vs BP
+31.6%
-39.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.5% |
| 7D | +4.5% | +3.8% | +0.7% | +5.3% |
| 30D | +2.9% | -5.3% | +8.2% | +1.7% |
| 3M | +1.1% | +9.3% | -8.1% | +2.9% |
| 6M | +5.0% | +7.2% | -2.2% | +6.8% |
| YTD | -3.9% | +38.0% | -41.9% | -6.7% |
| 1Y | -7.4% | +33.2% | -40.6% | -9.0% |
| All | -7.4% | +31.6% | -39.1% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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