+1,646.5%
QLD vs TEL
+287.3%
+1,359.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | +1.7% |
| 7D | +3.0% | -1.4% | +4.4% | +4.4% |
| 30D | -1.8% | -4.9% | +3.1% | +2.8% |
| 3M | -1.8% | +0.1% | -1.9% | -2.7% |
| 6M | +36.9% | +0.4% | +36.5% | +31.5% |
| YTD | +28.7% | -8.9% | +37.6% | +34.6% |
| 1Y | +41.9% | -0.3% | +42.2% | +33.4% |
| 3Y | +184.2% | +67.6% | +116.6% | +47.5% |
| 5Y | +122.1% | +50.7% | +71.4% | +37.2% |
| 10Y | +1,646.5% | +288.6% | +1,357.8% | +336.9% |
| All | +1,646.5% | +287.3% | +1,359.2% | +336.9% |
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