+50.7%
TEL vs P
+283.1%
-232.4%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -2.1% |
| 7D | -1.4% | +7.8% | -9.3% | -3.1% |
| 30D | -4.9% | +12.3% | -17.2% | -7.9% |
| 3M | +0.1% | +37.1% | -37.0% | -7.9% |
| 6M | +0.4% | +66.1% | -65.7% | -13.1% |
| YTD | -8.9% | +50.9% | -59.9% | -19.8% |
| 1Y | -0.3% | +27.2% | -27.5% | -10.3% |
| 3Y | +67.6% | +158.7% | -91.1% | +15.4% |
| 5Y | +50.7% | +291.1% | -240.4% | -13.3% |
| All | +50.7% | +283.1% | -232.4% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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