+295.2%
TEL vs ESI
+310.7%
-15.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | +2.0% |
| 7D | -2.3% | -2.3% | 0.0% | -1.3% |
| 30D | -6.1% | -9.0% | +3.0% | -2.2% |
| 3M | +1.7% | -13.3% | +15.0% | +6.9% |
| 6M | +1.6% | +5.3% | -3.7% | -3.4% |
| YTD | -9.1% | +37.6% | -46.7% | -24.5% |
| 1Y | -1.7% | +33.6% | -35.3% | -17.5% |
| 3Y | +67.3% | +75.8% | -8.4% | +19.9% |
| 5Y | +52.1% | +68.6% | -16.5% | +9.6% |
| All | +295.2% | +310.7% | -15.5% | +92.3% |
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