+683.8%
TEL vs GEN
+331.0%
+352.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | +0.4% |
| 7D | +3.0% | -1.2% | +4.1% | +3.3% |
| 30D | -3.9% | +10.1% | -14.1% | -7.5% |
| 3M | -5.1% | +16.1% | -21.2% | -10.7% |
| 6M | +0.6% | +38.9% | -38.3% | -12.6% |
| YTD | -7.3% | +14.4% | -21.7% | -13.7% |
| 1Y | +1.1% | +5.9% | -4.7% | -3.3% |
| 3Y | +63.7% | +58.8% | +4.9% | +31.4% |
| 5Y | +50.7% | +24.7% | +26.0% | +28.7% |
| 10Y | +290.2% | +163.1% | +127.1% | +113.2% |
| All | +683.8% | +331.0% | +352.8% | +159.7% |
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