+49.9%
TRV vs TEL
-8.6%
+58.4%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.5% |
| 7D | +3.9% | -0.5% | +4.3% | +3.9% |
| 30D | +13.5% | +0.6% | +12.9% | +13.5% |
| 3M | +8.9% | +2.0% | +6.9% | +8.9% |
| 6M | +36.8% | +8.1% | +28.6% | +37.4% |
| YTD | +42.7% | -2.2% | +44.8% | +42.7% |
| 1Y | +49.9% | -8.6% | +58.4% | +49.2% |
| All | +49.9% | -8.6% | +58.4% | +49.2% |
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 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