+41.6%
TEL vs DOCS
-51.8%
+93.4%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.5% |
| 7D | -2.8% | -0.8% | -2.1% | -2.7% |
| 30D | -4.1% | +17.4% | -21.5% | -5.9% |
| 3M | -3.4% | +57.4% | -60.7% | -9.1% |
| 6M | -3.5% | +26.5% | -30.0% | -7.4% |
| YTD | -8.0% | -26.6% | +18.6% | -5.8% |
| 1Y | -13.7% | -48.1% | +34.3% | -7.7% |
| 3Y | +71.9% | +52.6% | +19.3% | +50.3% |
| All | +41.6% | -51.8% | +93.4% | +38.9% |
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