+52.1%
TEL vs SPXU
-85.5%
+137.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.9% | +0.7% |
| 7D | -2.3% | +6.4% | -8.6% | +0.2% |
| 30D | -6.1% | +5.9% | -12.0% | -3.7% |
| 3M | +1.7% | -11.7% | +13.4% | -2.2% |
| 6M | +1.6% | -28.7% | +30.3% | -8.9% |
| YTD | -9.1% | -26.4% | +17.3% | -16.8% |
| 1Y | -1.7% | -35.2% | +33.6% | -13.3% |
| 3Y | +67.3% | -79.8% | +147.1% | +5.8% |
| 5Y | +52.1% | -86.1% | +138.2% | -0.4% |
| All | +52.1% | -85.5% | +137.6% | -0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling