+81.0%
TEL vs OPEN
-42.5%
+123.5%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.6% | +3.0% | -0.5% |
| 7D | +4.5% | -15.0% | +19.5% | +5.4% |
| 30D | +2.9% | -40.2% | +43.1% | +5.4% |
| 3M | +1.1% | -67.4% | +68.5% | +6.9% |
| 6M | +5.0% | -74.0% | +79.0% | +11.9% |
| YTD | -3.9% | -79.6% | +75.7% | +3.3% |
| 1Y | -7.4% | -86.1% | +78.7% | +0.8% |
| 3Y | +81.0% | -41.4% | +122.4% | +70.2% |
| All | +81.0% | -42.5% | +123.5% | +70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 3y: compounded portfolio wealth divided by compounded OPEN 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…
3y analysis · Full analysis span regression · 6 months rolling