+43.3%
TEL vs MLM
+28.3%
+14.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | 0.0% |
| 7D | +5.6% | -2.0% | +7.5% | +6.8% |
| 30D | +0.9% | +9.5% | -8.6% | -4.3% |
| 3M | +2.1% | -4.7% | +6.8% | +4.5% |
| 6M | +2.7% | -10.7% | +13.4% | +8.4% |
| YTD | -3.2% | -16.6% | +13.3% | +5.6% |
| 1Y | -10.6% | -15.4% | +4.8% | -3.2% |
| 3Y | +79.8% | +15.9% | +63.9% | +55.9% |
| 5Y | +43.3% | +27.1% | +16.1% | +13.9% |
| All | +43.3% | +28.3% | +14.9% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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