+309.3%
TEL vs DRI
+353.8%
-44.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.1% | +2.4% | +3.2% |
| 7D | +1.6% | -3.2% | +4.8% | +2.9% |
| 30D | -0.7% | -7.8% | +7.2% | +2.4% |
| 3M | +2.4% | +0.4% | +2.1% | +1.9% |
| 6M | +4.1% | +4.8% | -0.7% | +1.6% |
| YTD | -5.8% | +16.7% | -22.6% | -12.1% |
| 1Y | +0.9% | +1.5% | -0.6% | -1.1% |
| 3Y | +72.6% | +56.3% | +16.3% | +40.4% |
| 5Y | +57.5% | +66.4% | -8.9% | +24.0% |
| All | +309.3% | +353.8% | -44.5% | +123.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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