-8.6%
TEL vs UL
+1.7%
-10.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.1% | 0.0% |
| 7D | -0.5% | +4.7% | -5.1% | -0.8% |
| 30D | +0.6% | +11.6% | -11.0% | -0.6% |
| 3M | +2.0% | +5.3% | -3.3% | +1.5% |
| 6M | +8.1% | +16.0% | -7.9% | +6.0% |
| YTD | -2.2% | +5.0% | -7.1% | +0.1% |
| 1Y | -8.6% | +1.1% | -9.7% | -6.6% |
| All | -8.6% | +1.7% | -10.3% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 1y: compounded portfolio wealth divided by compounded UL 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…
1y analysis · Full analysis span regression · 6 months rolling