+43.2%
TER vs TEL
-8.6%
+51.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.2% | -7.0% | -7.0% |
| 7D | -19.9% | -0.5% | -19.4% | -19.5% |
| 30D | -43.5% | +0.6% | -44.1% | -43.7% |
| 3M | -37.8% | +2.0% | -39.7% | -38.7% |
| 6M | -25.6% | +8.1% | -33.7% | -30.0% |
| YTD | +29.8% | -2.2% | +32.0% | +26.8% |
| 1Y | +43.2% | -8.6% | +51.8% | +51.4% |
| All | +43.2% | -8.6% | +51.8% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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