+309.3%
TEL vs UUUU
+465.5%
-156.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -5.0% | +8.6% | +4.2% |
| 7D | +1.6% | -10.5% | +12.1% | +2.9% |
| 30D | -0.7% | -10.5% | +9.8% | +0.4% |
| 3M | +2.4% | -14.1% | +16.6% | +3.7% |
| 6M | +4.1% | -35.5% | +39.6% | +8.1% |
| YTD | -5.8% | -10.9% | +5.1% | -7.3% |
| 1Y | +0.9% | +3.4% | -2.5% | -4.1% |
| 3Y | +72.6% | +73.1% | -0.5% | +46.7% |
| 5Y | +57.5% | +87.1% | -29.6% | +26.5% |
| All | +309.3% | +465.5% | -156.2% | +156.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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