+56.5%
TEL vs NI
+96.9%
-40.4%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | +1.6% | 0.0% | +1.5% | +1.6% |
| 30D | -0.7% | -1.4% | +0.7% | -0.2% |
| 3M | +2.4% | -10.6% | +13.0% | +6.3% |
| 6M | +4.1% | -9.3% | +13.4% | +7.3% |
| YTD | -5.8% | +1.1% | -7.0% | -6.8% |
| 1Y | +0.9% | +3.4% | -2.5% | -1.2% |
| 3Y | +72.6% | +67.9% | +4.7% | +37.8% |
| All | +56.5% | +96.9% | -40.4% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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