+46.8%
TEL vs P
+256.2%
-209.4%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +6.3% | -0.6% | +4.3% |
| 7D | +0.6% | -9.6% | +10.2% | +2.6% |
| 30D | +0.2% | -33.4% | +33.6% | +8.8% |
| 3M | +1.5% | +14.2% | -12.7% | -3.1% |
| 6M | +6.9% | +31.6% | -24.7% | -2.8% |
| YTD | -2.8% | +53.5% | -56.3% | -15.5% |
| 1Y | -8.8% | +14.2% | -23.0% | -16.4% |
| 3Y | +84.3% | +190.5% | -106.2% | +22.2% |
| 5Y | +46.8% | +256.3% | -209.6% | -11.3% |
| All | +46.8% | +256.2% | -209.4% | -11.3% |
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