+40.4%
TEL vs DOCS
-54.0%
+94.4%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -4.3% | -2.0% | -5.8% |
| 7D | -7.4% | -1.3% | -6.0% | -7.2% |
| 30D | -6.0% | +19.4% | -25.4% | -7.9% |
| 3M | -5.0% | +53.4% | -58.4% | -10.3% |
| 6M | +0.5% | +28.8% | -28.3% | -3.7% |
| YTD | -8.3% | -25.1% | +16.8% | -6.4% |
| 1Y | -16.2% | -48.1% | +31.9% | -10.3% |
| 3Y | +71.6% | +51.4% | +20.2% | +50.4% |
| 5Y | +40.4% | -51.1% | +91.5% | +36.4% |
| All | +40.4% | -54.0% | +94.4% | +36.4% |
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