+42.4%
TEL vs DOCS
-52.4%
+94.8%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.7% |
| 7D | +4.5% | +2.6% | +2.0% | +4.2% |
| 30D | +2.9% | +11.4% | -8.5% | +1.6% |
| 3M | +1.1% | +25.4% | -24.2% | -1.7% |
| 6M | +5.0% | +42.5% | -37.5% | -0.6% |
| YTD | -3.9% | -24.7% | +20.8% | -1.9% |
| 1Y | -7.4% | -32.9% | +25.5% | -4.1% |
| 3Y | +81.0% | +39.6% | +41.4% | +61.2% |
| All | +42.4% | -52.4% | +94.8% | +37.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling