+52.1%
TEL vs FND
-62.8%
+114.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.4% |
| 7D | -2.3% | -5.1% | +2.8% | -0.8% |
| 30D | -6.1% | -22.5% | +16.5% | +1.1% |
| 3M | +1.7% | -5.0% | +6.7% | +2.2% |
| 6M | +1.6% | -21.5% | +23.1% | +7.5% |
| YTD | -9.1% | -23.0% | +13.9% | -3.8% |
| 1Y | -1.7% | -44.9% | +43.2% | +14.4% |
| 3Y | +67.3% | -50.0% | +117.3% | +90.1% |
| 5Y | +52.1% | -63.3% | +115.4% | +73.6% |
| All | +52.1% | -62.8% | +114.9% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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