+51.8%
TEL vs IR
+40.4%
+11.4%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.9% | +1.0% |
| 7D | +1.2% | -1.9% | +3.1% | +2.3% |
| 30D | -4.1% | -15.0% | +10.9% | +5.0% |
| 3M | -2.6% | -0.4% | -2.2% | -3.1% |
| 6M | 0.0% | -15.0% | +15.1% | +8.7% |
| YTD | -9.1% | -7.1% | -2.0% | -6.9% |
| 1Y | -0.8% | -7.5% | +6.7% | +1.5% |
| 3Y | +67.4% | +6.3% | +61.1% | +49.1% |
| 5Y | +51.8% | +37.3% | +14.4% | +10.5% |
| All | +51.8% | +40.4% | +11.4% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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