+2,169.6%
TER vs TEL
+723.0%
+1,446.6%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.4% | +5.8% | +5.8% |
| 7D | +0.6% | +3.0% | -2.3% | -2.1% |
| 30D | -8.3% | -3.9% | -4.4% | -5.4% |
| 3M | -12.2% | -5.1% | -7.1% | -8.0% |
| 6M | +17.1% | +0.6% | +16.5% | +17.2% |
| YTD | +84.7% | -7.3% | +92.0% | +96.3% |
| 1Y | +199.9% | +1.1% | +198.8% | +199.7% |
| 3Y | +232.8% | +63.7% | +169.1% | +126.1% |
| 5Y | +198.6% | +50.7% | +147.9% | +121.8% |
| 10Y | +1,669.7% | +290.2% | +1,379.6% | +533.8% |
| All | +2,169.6% | +723.0% | +1,446.6% | +305.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling