+280.7%
TEL vs DOC
+15.7%
+265.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | 0.0% |
| 7D | -2.8% | +6.5% | -9.3% | -5.2% |
| 30D | -4.1% | +9.2% | -13.2% | -7.6% |
| 3M | -3.4% | -2.5% | -0.9% | -2.7% |
| 6M | -3.5% | +7.1% | -10.6% | -6.7% |
| YTD | -8.0% | +33.0% | -41.0% | -19.5% |
| 1Y | -13.7% | +23.3% | -37.0% | -22.1% |
| 3Y | +71.9% | +44.9% | +27.0% | +41.2% |
| 5Y | +40.9% | -21.6% | +62.5% | +49.9% |
| All | +280.7% | +15.7% | +265.0% | +243.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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