+52.1%
TEL vs GEN
+21.4%
+30.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.2% |
| 7D | -2.3% | -4.4% | +2.1% | -1.2% |
| 30D | -6.1% | +3.7% | -9.8% | -7.1% |
| 3M | +1.7% | +22.2% | -20.5% | -4.0% |
| 6M | +1.6% | +38.9% | -37.3% | -8.3% |
| YTD | -9.1% | +11.9% | -21.0% | -12.4% |
| 1Y | -1.7% | +4.5% | -6.2% | -3.3% |
| 3Y | +67.3% | +59.0% | +8.4% | +42.9% |
| 5Y | +52.1% | +22.0% | +30.1% | +38.2% |
| All | +52.1% | +21.4% | +30.7% | +38.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling