+1,487.4%
TEL vs SPXU
-100.0%
+1,587.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.4% | -1.1% |
| 7D | -1.4% | -1.5% | 0.0% | -2.0% |
| 30D | -4.9% | +3.7% | -8.6% | -3.4% |
| 3M | +0.1% | -9.6% | +9.7% | -2.7% |
| 6M | +0.4% | -32.4% | +32.7% | -11.8% |
| YTD | -8.9% | -28.7% | +19.8% | -17.6% |
| 1Y | -0.3% | -38.2% | +37.9% | -13.6% |
| 3Y | +67.6% | -80.4% | +148.1% | +4.5% |
| 5Y | +50.7% | -86.0% | +136.7% | -0.6% |
| 10Y | +288.6% | -99.5% | +388.1% | +3.5% |
| All | +1,487.4% | -100.0% | +1,587.4% | +14.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling