-10.6%
TEL vs FGI
+51.2%
-61.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.2% | -6.9% | -0.9% |
| 7D | +5.6% | +13.5% | -8.0% | +5.2% |
| 30D | +0.9% | +17.1% | -16.2% | +0.5% |
| 3M | +2.1% | +78.0% | -75.9% | -1.3% |
| 6M | +2.7% | +46.4% | -43.7% | -0.5% |
| YTD | -3.2% | +47.7% | -50.9% | -7.1% |
| 1Y | -10.6% | +56.8% | -67.4% | -14.3% |
| All | -10.6% | +51.2% | -61.8% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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