+81.0%
TEL vs ROP
-5.1%
+86.1%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.7% |
| 7D | +4.5% | +0.7% | +3.8% | +4.4% |
| 30D | +2.9% | +28.8% | -25.9% | -1.8% |
| 3M | +1.1% | +21.1% | -19.9% | -2.4% |
| 6M | +5.0% | +52.5% | -47.5% | -4.7% |
| YTD | -3.9% | +8.9% | -12.7% | -1.9% |
| 1Y | -7.4% | +8.2% | -15.7% | -5.3% |
| 3Y | +81.0% | -5.2% | +86.2% | +90.8% |
| All | +81.0% | -5.1% | +86.1% | +90.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling