+51.6%
TEL vs DOCS
-73.4%
+125.0%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | -0.1% |
| 7D | +3.0% | -1.4% | +4.4% | +3.1% |
| 30D | -3.9% | +21.8% | -25.7% | -6.6% |
| 3M | -5.1% | +27.3% | -32.4% | -8.3% |
| 6M | +0.6% | -0.3% | +0.9% | -0.7% |
| YTD | -7.3% | -40.5% | +33.2% | -2.9% |
| 1Y | +1.1% | -61.5% | +62.7% | +11.6% |
| 3Y | +63.7% | +8.2% | +55.5% | +51.4% |
| All | +51.6% | -73.4% | +125.0% | +51.9% |
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