-8.6%
TEL vs MDY
+17.5%
-26.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.7% |
| 7D | -0.5% | +1.7% | -2.2% | -2.9% |
| 30D | +0.6% | +1.2% | -0.6% | -1.1% |
| 3M | +2.0% | -3.5% | +5.4% | +7.6% |
| 6M | +8.1% | +3.5% | +4.6% | +3.3% |
| YTD | -2.2% | +13.6% | -15.7% | -18.8% |
| 1Y | -8.6% | +17.1% | -25.6% | -27.1% |
| All | -8.6% | +17.5% | -26.1% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 1y: compounded portfolio wealth divided by compounded MDY 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…
1y analysis · Full analysis span regression · 6 months rolling