+295.2%
TEL vs MSI
+601.8%
-306.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.5% |
| 7D | -2.3% | -1.8% | -0.5% | -1.4% |
| 30D | -6.1% | -0.6% | -5.4% | -5.9% |
| 3M | +1.7% | +13.0% | -11.3% | -4.9% |
| 6M | +1.6% | +0.5% | +1.1% | +0.2% |
| YTD | -9.1% | +21.7% | -30.8% | -19.2% |
| 1Y | -1.7% | -2.6% | +1.0% | -2.1% |
| 3Y | +67.3% | +69.7% | -2.3% | +20.8% |
| 5Y | +52.1% | +102.8% | -50.7% | -2.0% |
| All | +295.2% | +601.8% | -306.6% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MSI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling