+0.9%
TEL vs SPXU
-36.3%
+37.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.4% | +6.0% | +2.3% |
| 7D | +1.6% | +2.5% | -0.9% | +3.0% |
| 30D | -0.7% | +4.2% | -4.8% | +1.7% |
| 3M | +2.4% | -9.3% | +11.7% | -1.4% |
| 6M | +4.1% | -30.7% | +34.8% | -12.0% |
| YTD | -5.8% | -28.1% | +22.3% | -17.8% |
| 1Y | +0.9% | -35.2% | +36.1% | -15.4% |
| All | +0.9% | -36.3% | +37.2% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling