+668.7%
TEL vs SU
+162.5%
+506.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -2.3% | +1.7% | -3.9% | -2.8% |
| 30D | -6.1% | +9.6% | -15.7% | -9.1% |
| 3M | +1.7% | +11.7% | -10.0% | -2.8% |
| 6M | +1.6% | +21.9% | -20.3% | -6.7% |
| YTD | -9.1% | +58.6% | -67.7% | -24.1% |
| 1Y | -1.7% | +66.5% | -68.2% | -19.5% |
| 3Y | +67.3% | +121.4% | -54.1% | +21.3% |
| 5Y | +52.1% | +355.7% | -303.6% | -19.2% |
| 10Y | +299.3% | +264.2% | +35.1% | +106.9% |
| All | +668.7% | +162.5% | +506.3% | +228.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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