+66.7%
TEL vs BUD
+44.4%
+22.2%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +0.3% |
| 7D | +1.2% | -1.3% | +2.5% | +1.5% |
| 30D | -4.1% | -6.1% | +2.0% | -2.9% |
| 3M | -2.6% | -3.8% | +1.2% | -2.0% |
| 6M | 0.0% | +8.2% | -8.2% | -2.5% |
| YTD | -9.1% | +23.6% | -32.6% | -13.6% |
| 1Y | -0.8% | +33.4% | -34.3% | -7.4% |
| All | +66.7% | +44.4% | +22.2% | +47.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling