+1.1%
TEL vs BUD
+36.8%
-35.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.4% |
| 7D | +3.0% | +0.3% | +2.7% | +2.9% |
| 30D | -3.9% | -5.7% | +1.7% | -2.8% |
| 3M | -5.1% | +3.1% | -8.2% | -6.4% |
| 6M | +0.6% | +7.9% | -7.3% | -4.0% |
| YTD | -7.3% | +27.3% | -34.6% | -11.1% |
| 1Y | +1.1% | +37.8% | -36.7% | -2.1% |
| All | +1.1% | +36.8% | -35.7% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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