+72.6%
TEL vs SYY
+29.1%
+43.5%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.1% | +2.5% | +3.3% |
| 7D | +1.6% | +3.9% | -2.4% | +0.6% |
| 30D | -0.7% | -1.7% | +1.1% | -0.2% |
| 3M | +2.4% | +5.2% | -2.7% | +0.9% |
| 6M | +4.1% | -0.2% | +4.3% | +3.4% |
| YTD | -5.8% | +15.4% | -21.2% | -10.1% |
| 1Y | +0.9% | +5.6% | -4.7% | -1.4% |
| 3Y | +72.6% | +28.9% | +43.7% | +55.6% |
| All | +72.6% | +29.1% | +43.5% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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