+295.3%
TEL vs BUD
-22.5%
+317.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +0.8% |
| 7D | +1.2% | -1.3% | +2.5% | +1.8% |
| 30D | -4.1% | -6.1% | +2.0% | -1.7% |
| 3M | -2.6% | -3.8% | +1.2% | -1.5% |
| 6M | 0.0% | +8.2% | -8.2% | -4.0% |
| YTD | -9.1% | +23.6% | -32.6% | -17.6% |
| 1Y | -0.8% | +33.4% | -34.3% | -13.3% |
| 3Y | +67.4% | +45.3% | +22.0% | +37.1% |
| 5Y | +51.8% | +44.3% | +7.5% | +22.2% |
| All | +295.3% | -22.5% | +317.8% | +233.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling