+295.2%
TEL vs ROP
+135.7%
+159.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | +0.2% |
| 7D | -2.3% | -8.0% | +5.7% | +2.3% |
| 30D | -6.1% | -2.7% | -3.3% | -4.8% |
| 3M | +1.7% | +16.6% | -14.9% | -8.0% |
| 6M | +1.6% | +10.4% | -8.8% | -5.9% |
| YTD | -9.1% | -12.1% | +3.0% | -4.3% |
| 1Y | -1.7% | -23.6% | +22.0% | +12.9% |
| 3Y | +67.3% | -19.3% | +86.7% | +82.4% |
| 5Y | +52.1% | -15.4% | +67.5% | +59.0% |
| All | +295.2% | +135.7% | +159.5% | +119.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 ROP 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