+66.7%
TEL vs S
+13.6%
+53.1%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | +1.2% | -1.2% | +2.4% | +1.4% |
| 30D | -4.1% | -12.6% | +8.4% | -2.5% |
| 3M | -2.6% | +27.6% | -30.1% | -6.7% |
| 6M | 0.0% | +35.5% | -35.5% | -6.3% |
| YTD | -9.1% | +29.6% | -38.7% | -14.4% |
| 1Y | -0.8% | +8.1% | -9.0% | -3.8% |
| All | +66.7% | +13.6% | +53.1% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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