+188.4%
TEL vs MDB
+912.7%
-724.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +1.0% | -0.5% |
| 7D | +4.5% | +6.8% | -2.3% | +3.6% |
| 30D | +2.9% | -6.2% | +9.1% | +3.6% |
| 3M | +1.1% | -29.2% | +30.4% | +5.2% |
| 6M | +5.0% | +10.3% | -5.3% | +1.5% |
| YTD | -3.9% | -20.4% | +16.5% | -3.8% |
| 1Y | -7.4% | -4.8% | -2.6% | -10.0% |
| 3Y | +81.0% | -11.6% | +92.6% | +68.9% |
| 5Y | +42.3% | -41.0% | +83.3% | +29.8% |
| All | +188.4% | +912.7% | -724.4% | +68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 10y: compounded portfolio wealth divided by compounded MDB 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…
10y analysis · Full analysis span regression · 6 months rolling