+295.3%
TEL vs MSI
+595.8%
-300.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.2% |
| 7D | +1.2% | -4.0% | +5.2% | +3.2% |
| 30D | -4.1% | -0.5% | -3.7% | -4.1% |
| 3M | -2.6% | +11.4% | -14.0% | -8.2% |
| 6M | 0.0% | +1.0% | -1.0% | -1.6% |
| YTD | -9.1% | +20.7% | -29.7% | -18.8% |
| 1Y | -0.8% | -2.7% | +1.9% | -1.3% |
| 3Y | +67.4% | +68.2% | -0.8% | +21.3% |
| 5Y | +51.8% | +100.0% | -48.2% | -1.5% |
| All | +295.3% | +595.8% | -300.5% | +51.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling