+856.3%
TEL vs MSCI
+3,174.4%
-2,318.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -1.1% |
| 7D | -0.9% | +2.7% | -3.6% | -2.0% |
| 30D | -0.2% | +16.2% | -16.5% | -6.6% |
| 3M | +2.0% | +17.1% | -15.1% | -5.0% |
| 6M | +6.4% | +13.0% | -6.6% | -0.6% |
| YTD | -3.2% | +15.8% | -19.0% | -11.5% |
| 1Y | -11.2% | +15.5% | -26.6% | -18.7% |
| 3Y | +79.8% | +32.3% | +47.4% | +50.1% |
| 5Y | +46.6% | +8.2% | +38.4% | +30.7% |
| 10Y | +288.1% | +800.7% | -512.6% | +31.8% |
| All | +856.3% | +3,174.4% | -2,318.0% | +71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 all: compounded portfolio wealth divided by compounded MSCI 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…
all analysis · Full analysis span regression · 6 months rolling