+51.8%
TEL vs PAAS
+122.5%
-70.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.7% | -3.9% | -0.7% |
| 7D | +1.2% | +2.6% | -1.4% | +0.8% |
| 30D | -4.1% | +2.5% | -6.6% | -4.7% |
| 3M | -2.6% | +15.1% | -17.6% | -5.1% |
| 6M | 0.0% | -12.1% | +12.1% | +0.9% |
| YTD | -9.1% | +3.1% | -12.1% | -10.7% |
| 1Y | -0.8% | +50.8% | -51.7% | -8.1% |
| 3Y | +67.4% | +259.5% | -192.1% | +32.2% |
| 5Y | +51.8% | +126.3% | -74.6% | +26.2% |
| All | +51.8% | +122.5% | -70.7% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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