+76.7%
TEL vs DOCS
-21.3%
+97.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.3% |
| 7D | -0.9% | -0.6% | -0.4% | -0.9% |
| 30D | -0.2% | +6.3% | -6.5% | -0.9% |
| 3M | +2.0% | +26.5% | -24.5% | -0.5% |
| 6M | +6.4% | +24.8% | -18.4% | +2.9% |
| YTD | -3.2% | -26.8% | +23.5% | -1.4% |
| 1Y | -11.2% | -38.3% | +27.1% | -7.8% |
| 3Y | +79.8% | +36.0% | +43.7% | +65.1% |
| 5Y | +46.6% | -55.0% | +101.5% | +41.2% |
| All | +76.7% | -21.3% | +97.9% | +71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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