+1.1%
TEL vs BTG
+38.4%
-37.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.1% |
| 7D | +3.0% | -0.9% | +3.8% | +3.0% |
| 30D | -3.9% | +36.8% | -40.8% | -9.6% |
| 3M | -5.1% | +23.1% | -28.2% | -9.0% |
| 6M | +0.6% | +3.5% | -2.9% | -1.4% |
| YTD | -7.3% | +25.5% | -32.8% | -12.1% |
| 1Y | +1.1% | +40.1% | -39.0% | -6.7% |
| All | +1.1% | +38.4% | -37.2% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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