+43.3%
TEL vs ED
+82.8%
-39.5%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.9% | -0.7% |
| 7D | +5.6% | -1.7% | +7.3% | +5.7% |
| 30D | +0.9% | +10.7% | -9.8% | +0.1% |
| 3M | +2.1% | +11.6% | -9.6% | +1.2% |
| 6M | +2.7% | +13.5% | -10.8% | +1.5% |
| YTD | -3.2% | +23.1% | -26.3% | -5.6% |
| 1Y | -10.6% | +23.1% | -33.7% | -12.9% |
| 3Y | +79.8% | +47.9% | +31.9% | +61.5% |
| 5Y | +43.3% | +83.9% | -40.6% | +14.7% |
| All | +43.3% | +82.8% | -39.5% | +14.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling