+712.7%
TEL vs MSI
+872.5%
-159.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.8% |
| 7D | +4.5% | +3.2% | +1.3% | +2.9% |
| 30D | +2.9% | +17.6% | -14.7% | -5.2% |
| 3M | +1.1% | +14.5% | -13.4% | -5.8% |
| 6M | +5.0% | +34.3% | -29.3% | -10.1% |
| YTD | -3.9% | +39.7% | -43.6% | -20.1% |
| 1Y | -7.4% | +40.2% | -47.6% | -23.2% |
| 3Y | +81.0% | +77.1% | +3.8% | +30.9% |
| 5Y | +42.3% | +124.0% | -81.8% | -9.5% |
| 10Y | +284.8% | +665.5% | -380.7% | +28.9% |
| All | +712.7% | +872.5% | -159.8% | +67.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling