+72.6%
TEL vs SIRI
-22.6%
+95.2%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.6% | +3.4% |
| 7D | +1.6% | +0.6% | +1.0% | +1.5% |
| 30D | -0.7% | +2.5% | -3.2% | -1.1% |
| 3M | +2.4% | +6.6% | -4.2% | +1.1% |
| 6M | +4.1% | +32.9% | -28.7% | -1.4% |
| YTD | -5.8% | +50.5% | -56.3% | -13.3% |
| 1Y | +0.9% | +28.0% | -27.1% | -4.3% |
| 3Y | +72.6% | -22.4% | +95.0% | +71.6% |
| All | +72.6% | -22.6% | +95.2% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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