+82.1%
QLD vs TEL
+42.2%
+39.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -1.7% |
| 7D | +7.0% | +4.5% | +2.5% | +2.1% |
| 30D | -14.3% | +2.9% | -17.2% | -16.6% |
| 3M | -16.0% | +1.1% | -17.1% | -17.3% |
| 6M | -14.2% | +5.0% | -19.2% | -19.4% |
| YTD | +12.8% | -3.9% | +16.6% | +11.0% |
| 1Y | +14.1% | -7.4% | +21.5% | +16.9% |
| 3Y | +146.0% | +81.0% | +65.0% | -1.9% |
| All | +82.1% | +42.2% | +39.9% | +4.5% |
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