+56.5%
TEL vs TRI
-10.0%
+66.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.7% | +1.9% | +3.2% |
| 7D | +1.6% | -7.9% | +9.5% | +3.4% |
| 30D | -0.7% | -4.5% | +3.8% | +0.1% |
| 3M | +2.4% | +22.1% | -19.7% | -3.4% |
| 6M | +4.1% | -2.8% | +6.9% | +4.1% |
| YTD | -5.8% | -23.4% | +17.6% | +2.5% |
| 1Y | +0.9% | -41.5% | +42.4% | +23.7% |
| 3Y | +72.6% | -19.2% | +91.8% | +65.9% |
| All | +56.5% | -10.0% | +66.6% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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