+56.5%
TEL vs DTE
+30.3%
+26.2%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.3% | +4.9% | +4.0% |
| 7D | +1.6% | -2.6% | +4.2% | +2.4% |
| 30D | -0.7% | -4.4% | +3.7% | +0.7% |
| 3M | +2.4% | -8.3% | +10.8% | +5.0% |
| 6M | +4.1% | -8.1% | +12.2% | +6.5% |
| YTD | -5.8% | +4.4% | -10.2% | -8.0% |
| 1Y | +0.9% | +0.2% | +0.7% | -0.1% |
| 3Y | +72.6% | +42.6% | +30.0% | +46.0% |
| All | +56.5% | +30.3% | +26.2% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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