+3,297.7%
V vs TEL
+878.3%
+2,419.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.7% | -0.6% |
| 7D | -0.4% | +5.6% | -5.9% | -2.8% |
| 30D | +6.3% | +0.9% | +5.4% | +5.5% |
| 3M | +17.2% | +2.1% | +15.1% | +15.1% |
| 6M | +29.2% | +2.7% | +26.5% | +25.5% |
| YTD | +20.8% | -3.2% | +24.0% | +18.2% |
| 1Y | +25.0% | -10.6% | +35.6% | +26.3% |
| 3Y | +75.3% | +79.8% | -4.5% | +24.0% |
| 5Y | +105.8% | +43.3% | +62.6% | +59.9% |
| 10Y | +451.9% | +287.5% | +164.4% | +161.7% |
| All | +3,297.7% | +878.3% | +2,419.4% | +1,171.2% |
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 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