+712.7%
TEL vs ED
+466.3%
+246.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -1.2% |
| 7D | +4.5% | +2.1% | +2.4% | +3.7% |
| 30D | +2.9% | +10.4% | -7.5% | -1.3% |
| 3M | +1.1% | +12.5% | -11.4% | -3.8% |
| 6M | +5.0% | +14.9% | -9.9% | -1.5% |
| YTD | -3.9% | +24.8% | -28.7% | -13.3% |
| 1Y | -7.4% | +23.8% | -31.3% | -16.4% |
| 3Y | +81.0% | +51.6% | +29.3% | +44.5% |
| 5Y | +42.3% | +86.4% | -44.1% | +1.0% |
| 10Y | +284.8% | +145.4% | +139.4% | +112.3% |
| All | +712.7% | +466.3% | +246.4% | +84.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling