+11.9%
U vs TEL
+65.7%
-53.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +4.4% | +1.2% | +3.1% | +3.4% |
| 30D | -1.3% | -4.1% | +2.8% | +1.1% |
| 3M | +49.6% | -2.6% | +52.2% | +50.9% |
| 6M | +100.2% | 0.0% | +100.2% | +91.2% |
| YTD | -3.7% | -9.1% | +5.4% | -1.6% |
| 1Y | -6.5% | -0.8% | -5.7% | -11.8% |
| All | +11.9% | +65.7% | -53.8% | -38.8% |
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