+40.0%
UNP vs TEL
-14.3%
+54.2%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -6.3% | +2.9% | -2.9% |
| 7D | -1.3% | -7.4% | +6.0% | -0.7% |
| 30D | +7.7% | -6.0% | +13.7% | +8.3% |
| 3M | +1.3% | -5.0% | +6.3% | +1.7% |
| 6M | +14.0% | +0.5% | +13.5% | +13.7% |
| YTD | +30.8% | -8.3% | +39.1% | +31.2% |
| 1Y | +40.0% | -16.2% | +56.2% | +41.9% |
| All | +40.0% | -14.3% | +54.2% | +41.9% |
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