+292.2%
TER vs TEL
+65.7%
+226.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.3% |
| 7D | +12.4% | +1.2% | +11.1% | +10.6% |
| 30D | +5.1% | -4.1% | +9.2% | +9.2% |
| 3M | +4.0% | -2.6% | +6.5% | +6.7% |
| 6M | +29.5% | 0.0% | +29.5% | +28.1% |
| YTD | +98.5% | -9.1% | +107.5% | +113.6% |
| 1Y | +234.1% | -0.8% | +234.9% | +231.6% |
| All | +292.2% | +65.7% | +226.4% | +130.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling