-8.6%
TEL vs EW
+19.7%
-28.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.4% | -4.2% | -0.6% |
| 7D | -0.5% | +8.3% | -8.7% | -1.8% |
| 30D | +0.6% | +13.9% | -13.3% | -1.6% |
| 3M | +2.0% | +10.9% | -8.9% | +0.3% |
| 6M | +8.1% | +19.2% | -11.1% | +4.0% |
| YTD | -2.2% | +16.6% | -18.7% | -3.5% |
| 1Y | -8.6% | +18.1% | -26.7% | -10.7% |
| All | -8.6% | +19.7% | -28.2% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 1y: compounded portfolio wealth divided by compounded EW 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…
1y analysis · Full analysis span regression · 6 months rolling