+56.5%
TEL vs LEN
-11.2%
+67.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.2% | +1.4% | +2.8% |
| 7D | +1.6% | -4.8% | +6.3% | +3.4% |
| 30D | -0.7% | -6.6% | +5.9% | +1.7% |
| 3M | +2.4% | -15.7% | +18.1% | +8.4% |
| 6M | +4.1% | -16.6% | +20.8% | +10.4% |
| YTD | -5.8% | -21.3% | +15.5% | +1.3% |
| 1Y | +0.9% | -42.0% | +42.9% | +20.6% |
| 3Y | +72.6% | -27.9% | +100.5% | +77.5% |
| All | +56.5% | -11.2% | +67.7% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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