-8.6%
TEL vs BTG
+24.4%
-33.0%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.7% | -8.5% | -1.6% |
| 7D | -0.5% | -0.2% | -0.3% | -0.5% |
| 30D | +0.6% | -0.8% | +1.4% | +0.6% |
| 3M | +2.0% | +31.8% | -29.9% | -4.6% |
| 6M | +8.1% | +20.4% | -12.3% | +2.3% |
| YTD | -2.2% | +14.7% | -16.9% | -8.5% |
| 1Y | -8.6% | +29.4% | -37.9% | -18.7% |
| All | -8.6% | +24.4% | -33.0% | -18.7% |
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