-8.6%
TEL vs NTR
+36.7%
-45.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.0% | -3.8% | +0.3% |
| 7D | -0.5% | +4.3% | -4.8% | -0.4% |
| 30D | +0.6% | +2.6% | -2.0% | +0.7% |
| 3M | +2.0% | +8.5% | -6.6% | +2.1% |
| 6M | +8.1% | -3.3% | +11.5% | +7.7% |
| YTD | -2.2% | +19.6% | -21.7% | -4.8% |
| 1Y | -8.6% | +37.6% | -46.2% | -16.3% |
| All | -8.6% | +36.7% | -45.3% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 1y: compounded portfolio wealth divided by compounded NTR 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…
1y analysis · Full analysis span regression · 6 months rolling