+295.2%
TEL vs ROL
+210.1%
+85.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -2.3% | -3.2% | +0.9% | -1.2% |
| 30D | -6.1% | -6.6% | +0.6% | -3.9% |
| 3M | +1.7% | -27.3% | +29.0% | +12.9% |
| 6M | +1.6% | -38.1% | +39.7% | +19.3% |
| YTD | -9.1% | -41.8% | +32.7% | +8.5% |
| 1Y | -1.7% | -37.8% | +36.1% | +14.0% |
| 3Y | +67.3% | -0.3% | +67.7% | +58.1% |
| 5Y | +52.1% | -5.1% | +57.2% | +43.0% |
| All | +295.2% | +210.1% | +85.1% | +119.9% |
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