+668.9%
TEL vs GIS
+140.5%
+528.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | +0.4% |
| 7D | +1.2% | -8.6% | +9.8% | +4.1% |
| 30D | -4.1% | -0.5% | -3.7% | -4.2% |
| 3M | -2.6% | +11.9% | -14.5% | -6.8% |
| 6M | 0.0% | -11.6% | +11.6% | +3.3% |
| YTD | -9.1% | -16.3% | +7.3% | -4.8% |
| 1Y | -0.8% | -21.8% | +20.9% | +5.8% |
| 3Y | +67.4% | -35.7% | +103.0% | +87.9% |
| 5Y | +51.8% | -22.9% | +74.6% | +53.8% |
| 10Y | +299.4% | -16.8% | +316.2% | +271.9% |
| All | +668.9% | +140.5% | +528.4% | +258.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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