+295.2%
TEL vs ED
+109.0%
+186.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.1% |
| 7D | -2.3% | -1.9% | -0.4% | -1.9% |
| 30D | -6.1% | +0.1% | -6.2% | -6.1% |
| 3M | +1.7% | 0.0% | +1.7% | +1.5% |
| 6M | +1.6% | -2.5% | +4.1% | +1.8% |
| YTD | -9.1% | +10.1% | -19.2% | -11.5% |
| 1Y | -1.7% | +13.6% | -15.2% | -5.2% |
| 3Y | +67.3% | +32.4% | +34.9% | +51.7% |
| 5Y | +52.1% | +69.9% | -17.8% | +27.7% |
| All | +295.2% | +109.0% | +186.1% | +226.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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