+52.1%
TEL vs EAT
+309.3%
-257.2%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.1% | +0.6% |
| 7D | +1.2% | -6.8% | +8.0% | +2.8% |
| 30D | -4.1% | -5.4% | +1.3% | -3.2% |
| 3M | -2.6% | +42.8% | -45.3% | -10.8% |
| 6M | 0.0% | +56.5% | -56.5% | -10.9% |
| YTD | -9.1% | +50.0% | -59.1% | -18.4% |
| 1Y | -0.8% | +38.3% | -39.1% | -9.9% |
| 3Y | +67.4% | +591.6% | -524.3% | -7.4% |
| All | +52.1% | +309.3% | -257.2% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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