+712.7%
TEL vs GEN
+327.5%
+385.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.1% | -1.5% |
| 7D | +4.5% | +2.0% | +2.5% | +3.7% |
| 30D | +2.9% | +27.7% | -24.8% | -6.3% |
| 3M | +1.1% | +3.3% | -2.1% | -1.8% |
| 6M | +5.0% | +31.8% | -26.8% | -7.4% |
| YTD | -3.9% | +13.5% | -17.4% | -11.7% |
| 1Y | -7.4% | +16.0% | -23.5% | -15.7% |
| 3Y | +81.0% | +70.6% | +10.4% | +39.6% |
| 5Y | +42.3% | +32.1% | +10.2% | +17.2% |
| 10Y | +284.8% | +153.4% | +131.4% | +111.3% |
| All | +712.7% | +327.5% | +385.2% | +166.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling