+718.3%
TEL vs GEN
+317.5%
+400.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | +0.4% |
| 7D | +5.6% | -3.0% | +8.5% | +6.6% |
| 30D | +0.9% | +24.7% | -23.8% | -7.3% |
| 3M | +2.1% | +4.1% | -2.0% | -1.2% |
| 6M | +2.7% | +36.0% | -33.3% | -10.6% |
| YTD | -3.2% | +10.9% | -14.1% | -10.3% |
| 1Y | -10.6% | +12.2% | -22.8% | -17.6% |
| 3Y | +79.8% | +63.3% | +16.5% | +40.9% |
| 5Y | +43.3% | +29.0% | +14.2% | +18.9% |
| 10Y | +287.5% | +147.5% | +140.0% | +114.6% |
| All | +718.3% | +317.5% | +400.7% | +170.0% |
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