+285.8%
TEL vs ESI
+318.1%
-32.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.3% |
| 7D | +4.5% | +5.5% | -1.0% | +1.9% |
| 30D | +2.9% | -7.8% | +10.6% | +6.5% |
| 3M | +1.1% | -15.0% | +16.1% | +8.4% |
| 6M | +5.0% | -24.9% | +29.9% | +17.5% |
| YTD | -3.9% | +33.2% | -37.1% | -19.8% |
| 1Y | -7.4% | +24.9% | -32.4% | -20.4% |
| 3Y | +81.0% | +77.8% | +3.2% | +27.1% |
| 5Y | +42.3% | +37.1% | +5.2% | +11.1% |
| All | +285.8% | +318.1% | -32.3% | +89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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