+150.3%
KRE vs TEL
+707.4%
-557.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | -1.1% | +1.2% | -2.3% | -1.9% |
| 30D | -3.4% | -4.1% | +0.7% | -1.2% |
| 3M | +3.7% | -2.6% | +6.3% | +4.1% |
| 6M | +14.8% | 0.0% | +14.7% | +11.6% |
| YTD | +14.7% | -9.1% | +23.7% | +17.0% |
| 1Y | +16.0% | -0.8% | +16.8% | +10.9% |
| 3Y | +84.3% | +67.4% | +16.9% | +22.9% |
| 5Y | +30.9% | +51.8% | -20.9% | -8.2% |
| 10Y | +122.0% | +299.4% | -177.5% | -16.5% |
| All | +150.3% | +707.4% | -557.1% | -48.4% |
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