+66.9%
TEL vs ED
+35.3%
+31.6%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -1.6% |
| 7D | -1.4% | +0.5% | -2.0% | -1.4% |
| 30D | -4.9% | +1.1% | -6.0% | -4.7% |
| 3M | +0.1% | +4.6% | -4.6% | +0.7% |
| 6M | +0.4% | -2.0% | +2.3% | +0.3% |
| YTD | -8.9% | +11.7% | -20.6% | -7.7% |
| 1Y | -0.3% | +15.7% | -16.1% | +1.2% |
| All | +66.9% | +35.3% | +31.6% | +57.6% |
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