+17.1%
TER vs TEL
+1.6%
+15.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.4% | +5.8% | +5.9% |
| 7D | +0.6% | +3.0% | -2.3% | -2.9% |
| 30D | -8.3% | -3.9% | -4.4% | -4.3% |
| 3M | -12.2% | -5.1% | -7.1% | -7.2% |
| 6M | +17.1% | +0.6% | +16.5% | +4.2% |
| All | +17.1% | +1.6% | +15.5% | +4.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling