+1,418.0%
QLD vs TEL
+304.7%
+1,113.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +5.7% | +1.1% | +0.9% |
| 7D | -1.4% | +0.6% | -2.0% | -1.5% |
| 30D | -19.6% | +0.2% | -19.8% | -19.4% |
| 3M | -14.1% | +1.5% | -15.7% | -15.9% |
| 6M | -13.6% | +6.9% | -20.5% | -20.4% |
| YTD | +12.5% | -2.8% | +15.3% | +10.2% |
| 1Y | +13.1% | -8.8% | +21.9% | +18.3% |
| 3Y | +154.7% | +84.3% | +70.4% | +19.5% |
| 5Y | +81.1% | +46.8% | +34.3% | +15.0% |
| 10Y | +1,418.0% | +294.7% | +1,123.3% | +304.7% |
| All | +1,418.0% | +304.7% | +1,113.3% | +304.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling