+285.8%
TEL vs GEN
+152.9%
+132.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.1% | -1.2% |
| 7D | +4.5% | +2.0% | +2.5% | +4.0% |
| 30D | +2.9% | +27.7% | -24.8% | -2.9% |
| 3M | +1.1% | +3.3% | -2.1% | -0.5% |
| 6M | +5.0% | +31.8% | -26.8% | -2.9% |
| YTD | -3.9% | +13.5% | -17.4% | -8.4% |
| 1Y | -7.4% | +16.0% | -23.5% | -12.4% |
| 3Y | +81.0% | +70.6% | +10.4% | +55.0% |
| 5Y | +42.3% | +32.1% | +10.2% | +26.8% |
| All | +285.8% | +152.9% | +132.8% | +172.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling