+83.6%
TEL vs Z
-19.0%
+102.6%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.5% |
| 7D | -0.4% | -13.1% | +12.7% | +2.0% |
| 30D | +1.0% | +5.9% | -4.9% | -0.3% |
| 3M | +0.7% | -13.7% | +14.4% | +2.4% |
| 6M | +7.3% | -27.1% | +34.4% | +12.2% |
| YTD | -2.5% | -56.8% | +54.3% | +10.9% |
| 1Y | -10.3% | -60.2% | +50.0% | +3.5% |
| All | +83.6% | -19.0% | +102.6% | +82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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