+63.0%
TEL vs FRSH
-72.5%
+135.5%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.6% |
| 7D | +1.6% | -6.6% | +8.2% | +2.7% |
| 30D | -0.7% | +2.1% | -2.8% | -1.2% |
| 3M | +2.4% | +29.0% | -26.5% | -2.1% |
| 6M | +4.1% | +48.6% | -44.5% | -3.5% |
| YTD | -5.8% | -2.9% | -2.9% | -6.8% |
| 1Y | +0.9% | -7.9% | +8.8% | +0.6% |
| 3Y | +72.6% | -46.5% | +119.1% | +83.6% |
| All | +63.0% | -72.5% | +135.5% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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