-62.5%
ZTS vs TEL
+50.4%
-113.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.3% |
| 7D | -3.8% | +1.2% | -5.0% | -4.2% |
| 30D | -2.0% | -4.1% | +2.1% | -0.6% |
| 3M | -10.2% | -2.6% | -7.6% | -9.9% |
| 6M | -39.4% | 0.0% | -39.4% | -40.1% |
| YTD | -40.8% | -9.1% | -31.8% | -39.7% |
| 1Y | -50.1% | -0.8% | -49.3% | -51.3% |
| 3Y | -58.9% | +67.4% | -126.3% | -69.6% |
| All | -62.5% | +50.4% | -113.0% | -71.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling