+76.7%
TEL vs PL
+46.3%
+30.4%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -0.4% | +13.4% | -13.7% | -1.8% |
| 30D | +1.0% | -10.2% | +11.1% | +1.9% |
| 3M | +0.7% | -39.5% | +40.2% | +5.6% |
| 6M | +7.3% | -65.7% | +73.0% | +18.0% |
| YTD | -2.5% | -27.3% | +24.8% | -3.0% |
| 1Y | -10.3% | +15.0% | -25.3% | -15.9% |
| 3Y | +81.1% | +560.8% | -479.7% | +25.7% |
| 5Y | +45.3% | +38.4% | +6.9% | +10.6% |
| All | +76.7% | +46.3% | +30.4% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 10y: compounded portfolio wealth divided by compounded PL 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…
10y analysis · Full analysis span regression · 6 months rolling