+285.8%
TEL vs FE
+126.1%
+159.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.0% |
| 7D | +4.5% | +1.2% | +3.3% | +4.1% |
| 30D | +2.9% | +4.5% | -1.6% | +1.4% |
| 3M | +1.1% | +1.3% | -0.2% | +0.6% |
| 6M | +5.0% | +8.7% | -3.7% | +1.9% |
| YTD | -3.9% | +9.2% | -13.1% | -7.0% |
| 1Y | -7.4% | +7.0% | -14.4% | -9.9% |
| 3Y | +81.0% | +51.4% | +29.6% | +53.6% |
| 5Y | +42.3% | +47.7% | -5.4% | +20.9% |
| All | +285.8% | +126.1% | +159.6% | +216.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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