+51.8%
TEL vs BUD
+44.7%
+7.0%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +0.6% |
| 7D | +1.2% | -1.3% | +2.5% | +1.7% |
| 30D | -4.1% | -6.1% | +2.0% | -2.1% |
| 3M | -2.6% | -3.8% | +1.2% | -1.7% |
| 6M | 0.0% | +8.2% | -8.2% | -3.5% |
| YTD | -9.1% | +23.6% | -32.6% | -16.3% |
| 1Y | -0.8% | +33.4% | -34.3% | -11.4% |
| 3Y | +67.4% | +45.3% | +22.0% | +40.3% |
| 5Y | +51.8% | +44.3% | +7.5% | +24.9% |
| All | +51.8% | +44.7% | +7.0% | +24.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling