+52.1%
TEL vs PEG
+35.4%
+16.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.1% | 0.0% |
| 7D | -2.3% | -0.9% | -1.4% | -1.9% |
| 30D | -6.1% | -2.8% | -3.3% | -5.1% |
| 3M | +1.7% | -6.9% | +8.6% | +4.4% |
| 6M | +1.6% | -11.4% | +13.0% | +6.3% |
| YTD | -9.1% | -7.4% | -1.7% | -6.6% |
| 1Y | -1.7% | -8.3% | +6.6% | +1.2% |
| 3Y | +67.3% | +31.5% | +35.8% | +43.4% |
| 5Y | +52.1% | +38.0% | +14.1% | +25.7% |
| All | +52.1% | +35.4% | +16.7% | +25.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling