+52.1%
TEL vs SBAC
-45.4%
+97.5%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +0.6% |
| 7D | -2.3% | -5.3% | +3.0% | -1.2% |
| 30D | -6.1% | +0.4% | -6.4% | -6.2% |
| 3M | +1.7% | -11.9% | +13.6% | +4.2% |
| 6M | +1.6% | -4.5% | +6.1% | +1.9% |
| YTD | -9.1% | -4.3% | -4.7% | -9.0% |
| 1Y | -1.7% | -3.9% | +2.2% | -1.8% |
| 3Y | +67.3% | -11.0% | +78.3% | +65.0% |
| 5Y | +52.1% | -44.1% | +96.2% | +77.6% |
| All | +52.1% | -45.4% | +97.5% | +77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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