+1,532.7%
TEL vs BUD
+217.8%
+1,314.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.2% |
| 7D | +4.5% | +1.0% | +3.5% | +4.0% |
| 30D | +2.9% | +6.7% | -3.8% | -0.5% |
| 3M | +1.1% | +5.7% | -4.6% | -2.0% |
| 6M | +5.0% | +5.8% | -0.8% | +1.0% |
| YTD | -3.9% | +34.4% | -38.3% | -17.5% |
| 1Y | -7.4% | +33.3% | -40.7% | -20.4% |
| 3Y | +81.0% | +48.8% | +32.2% | +43.7% |
| 5Y | +42.3% | +52.5% | -10.2% | +9.4% |
| 10Y | +284.8% | -4.0% | +288.8% | +237.1% |
| All | +1,532.7% | +217.8% | +1,314.9% | +572.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling