+309.3%
TEL vs TRU
+147.2%
+162.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.6% | +3.2% |
| 7D | +1.6% | -2.7% | +4.3% | +2.7% |
| 30D | -0.7% | -2.0% | +1.4% | -0.1% |
| 3M | +2.4% | +18.4% | -16.0% | -5.5% |
| 6M | +4.1% | +8.9% | -4.7% | -1.0% |
| YTD | -5.8% | -8.9% | +3.1% | -4.6% |
| 1Y | +0.9% | -15.9% | +16.7% | +5.0% |
| 3Y | +72.6% | -1.1% | +73.7% | +57.3% |
| 5Y | +57.5% | -35.2% | +92.7% | +74.2% |
| All | +309.3% | +147.2% | +162.2% | +178.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling