+51.8%
TEL vs OPEN
-84.0%
+135.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | 0.0% |
| 7D | +1.2% | -2.9% | +4.1% | +1.5% |
| 30D | -4.1% | -13.8% | +9.7% | -3.1% |
| 3M | -2.6% | -30.9% | +28.3% | -0.1% |
| 6M | 0.0% | -40.9% | +41.0% | +3.5% |
| YTD | -9.1% | -48.5% | +39.5% | -5.3% |
| 1Y | -0.8% | -50.9% | +50.1% | +0.6% |
| 3Y | +67.4% | -20.6% | +88.0% | +47.4% |
| 5Y | +51.8% | -84.2% | +135.9% | +36.8% |
| All | +51.8% | -84.0% | +135.7% | +36.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling