+72.6%
TEL vs MDY
+48.5%
+24.1%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +2.7% |
| 7D | +1.6% | -1.9% | +3.4% | +3.6% |
| 30D | -0.7% | -4.6% | +4.0% | +4.5% |
| 3M | +2.4% | -1.2% | +3.7% | +4.0% |
| 6M | +4.1% | +9.2% | -5.1% | -4.1% |
| YTD | -5.8% | +13.1% | -18.9% | -16.1% |
| 1Y | +0.9% | +13.0% | -12.1% | -10.0% |
| 3Y | +72.6% | +49.2% | +23.4% | +18.1% |
| All | +72.6% | +48.5% | +24.1% | +18.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling