+51.6%
TEL vs FE
+45.0%
+6.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | +3.0% | +1.9% | +1.0% | +2.5% |
| 30D | -3.9% | -1.2% | -2.8% | -3.6% |
| 3M | -5.1% | +3.5% | -8.6% | -6.2% |
| 6M | +0.6% | -6.1% | +6.7% | +2.1% |
| YTD | -7.3% | +7.6% | -14.9% | -9.4% |
| 1Y | +1.1% | +11.9% | -10.8% | -2.5% |
| 3Y | +63.7% | +48.4% | +15.3% | +39.3% |
| All | +51.6% | +45.0% | +6.7% | +24.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling