+92.9%
QQQ vs TEL
+71.6%
+21.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.6% | -2.7% | -0.6% |
| 7D | -0.6% | +1.6% | -2.2% | -1.3% |
| 30D | -1.2% | -0.7% | -0.6% | -1.1% |
| 3M | -0.2% | +2.4% | -2.6% | -1.6% |
| 6M | +17.9% | +4.1% | +13.8% | +13.8% |
| YTD | +16.6% | -5.8% | +22.5% | +17.1% |
| 1Y | +23.0% | +0.9% | +22.1% | +18.3% |
| 3Y | +92.9% | +72.6% | +20.3% | +35.4% |
| All | +92.9% | +71.6% | +21.3% | +35.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling