+33.0%
USB vs TEL
-9.9%
+43.0%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.7% | -3.1% | +1.4% |
| 7D | +0.8% | +0.6% | +0.2% | +0.6% |
| 30D | +6.8% | +0.2% | +6.6% | +6.6% |
| 3M | -3.8% | +1.5% | -5.3% | -4.3% |
| 6M | +11.7% | +6.9% | +4.8% | +9.6% |
| YTD | +17.5% | -2.8% | +20.3% | +16.3% |
| All | +33.0% | -9.9% | +43.0% | +34.7% |
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