+51.8%
TEL vs EW
-29.9%
+81.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | 0.0% |
| 7D | +1.2% | -5.1% | +6.3% | +2.6% |
| 30D | -4.1% | -6.4% | +2.2% | -2.5% |
| 3M | -2.6% | -1.6% | -1.0% | -2.4% |
| 6M | 0.0% | +2.3% | -2.3% | -1.0% |
| YTD | -9.1% | +1.1% | -10.1% | -9.8% |
| 1Y | -0.8% | +8.0% | -8.8% | -3.5% |
| 3Y | +67.4% | +16.3% | +51.0% | +52.0% |
| 5Y | +51.8% | -29.4% | +81.2% | +60.1% |
| All | +51.8% | -29.9% | +81.6% | +60.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling