+82.2%
TEL vs ED
+48.1%
+34.1%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.9% | -0.7% |
| 7D | +5.6% | -1.7% | +7.3% | +5.2% |
| 30D | +0.9% | +10.7% | -9.8% | +3.0% |
| 3M | +2.1% | +11.6% | -9.6% | +4.4% |
| 6M | +2.7% | +13.5% | -10.8% | +5.4% |
| YTD | -3.2% | +23.1% | -26.3% | +0.6% |
| 1Y | -10.6% | +23.1% | -33.7% | -6.9% |
| All | +82.2% | +48.1% | +34.1% | +74.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling