+285.8%
TEL vs ROL
+221.5%
+64.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.2% | -1.5% |
| 7D | +4.5% | +3.0% | +1.5% | +3.5% |
| 30D | +2.9% | +19.8% | -16.9% | -3.3% |
| 3M | +1.1% | +7.9% | -6.8% | -1.8% |
| 6M | +5.0% | -25.6% | +30.6% | +15.2% |
| YTD | -3.9% | -34.1% | +30.3% | +9.6% |
| 1Y | -7.4% | -31.4% | +23.9% | +3.8% |
| 3Y | +81.0% | +4.7% | +76.3% | +68.8% |
| 5Y | +42.3% | +15.6% | +26.7% | +24.4% |
| All | +285.8% | +221.5% | +64.2% | +106.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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