+51.8%
TEL vs FLUT
-48.5%
+100.2%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.1% |
| 7D | +1.2% | -2.6% | +3.8% | +1.7% |
| 30D | -4.1% | +5.4% | -9.5% | -5.3% |
| 3M | -2.6% | -10.8% | +8.2% | -1.2% |
| 6M | 0.0% | -9.2% | +9.2% | +0.7% |
| YTD | -9.1% | -53.8% | +44.8% | +4.4% |
| 1Y | -0.8% | -66.0% | +65.1% | +20.7% |
| 3Y | +67.4% | -44.7% | +112.0% | +80.8% |
| 5Y | +51.8% | -50.6% | +102.3% | +51.4% |
| All | +51.8% | -48.5% | +100.2% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 FLUT 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