+213.6%
TEL vs FND
+58.4%
+155.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.6% | +2.8% | -0.4% |
| 7D | -1.4% | +0.4% | -1.8% | -1.6% |
| 30D | -4.9% | -23.6% | +18.7% | +2.9% |
| 3M | +0.1% | +4.3% | -4.2% | -2.3% |
| 6M | +0.4% | -20.3% | +20.6% | +5.7% |
| YTD | -8.9% | -21.3% | +12.4% | -4.2% |
| 1Y | -0.3% | -45.4% | +45.1% | +16.4% |
| 3Y | +67.6% | -48.9% | +116.5% | +90.6% |
| 5Y | +50.7% | -61.0% | +111.7% | +76.6% |
| All | +213.6% | +58.4% | +155.1% | +148.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling