+212.5%
TEL vs PENG
+755.0%
-542.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PENG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.6% |
| 7D | -1.4% | +7.8% | -9.2% | -3.0% |
| 30D | -4.9% | -12.2% | +7.3% | -2.6% |
| 3M | +0.1% | -20.6% | +20.7% | +1.6% |
| 6M | +0.4% | +180.9% | -180.6% | -23.9% |
| YTD | -8.9% | +162.3% | -171.2% | -30.2% |
| 1Y | -0.3% | +107.3% | -107.6% | -20.4% |
| 3Y | +67.6% | +110.8% | -43.1% | +22.6% |
| 5Y | +50.7% | +117.8% | -67.2% | +5.6% |
| All | +212.5% | +755.0% | -542.5% | +82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PENG.
Daily Out/Under-Performance
Portfolio return minus PENG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PENG 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PENG 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling