+72.6%
TEL vs DE
+74.6%
-2.0%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.7% |
| 7D | +1.6% | -2.6% | +4.2% | +2.5% |
| 30D | -0.7% | +9.0% | -9.7% | -3.9% |
| 3M | +2.4% | +19.1% | -16.7% | -4.2% |
| 6M | +4.1% | +14.4% | -10.3% | -1.3% |
| YTD | -5.8% | +45.9% | -51.8% | -19.2% |
| 1Y | +0.9% | +43.6% | -42.7% | -13.2% |
| 3Y | +72.6% | +75.9% | -3.3% | +34.0% |
| All | +72.6% | +74.6% | -2.0% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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