+64.8%
TEL vs NXT
+181.9%
-117.1%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -1.9% |
| 7D | -1.4% | +2.9% | -4.3% | -1.8% |
| 30D | -4.9% | -17.2% | +12.4% | -2.4% |
| 3M | +0.1% | -32.0% | +32.1% | +4.9% |
| 6M | +0.4% | -15.8% | +16.1% | +1.7% |
| YTD | -8.9% | -1.9% | -7.0% | -9.6% |
| 1Y | -0.3% | +22.5% | -22.8% | -3.7% |
| 3Y | +67.6% | +100.5% | -32.9% | +48.4% |
| All | +64.8% | +181.9% | -117.1% | +38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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