+45.3%
TEL vs S
-67.1%
+112.3%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.5% |
| 7D | -0.4% | +1.2% | -1.6% | -0.5% |
| 30D | +1.0% | -7.3% | +8.3% | +1.9% |
| 3M | +0.7% | +5.9% | -5.2% | -0.9% |
| 6M | +7.3% | +45.6% | -38.3% | -0.2% |
| YTD | -2.5% | +58.5% | -61.0% | -11.3% |
| 1Y | -10.3% | +37.6% | -47.9% | -16.6% |
| 3Y | +81.1% | +51.7% | +29.5% | +60.6% |
| 5Y | +45.3% | -67.5% | +112.8% | +51.5% |
| All | +45.3% | -67.1% | +112.3% | +51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling