+66.6%
TEL vs PEG
+32.0%
+34.7%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.1% | 0.0% |
| 7D | -2.3% | -0.9% | -1.4% | -2.0% |
| 30D | -6.1% | -2.8% | -3.3% | -5.3% |
| 3M | +1.7% | -6.9% | +8.6% | +3.8% |
| 6M | +1.6% | -11.4% | +13.0% | +5.3% |
| YTD | -9.1% | -7.4% | -1.7% | -7.0% |
| 1Y | -1.7% | -8.3% | +6.6% | +0.7% |
| All | +66.6% | +32.0% | +34.7% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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