+203.4%
RSP vs TEL
+301.8%
-98.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -3.1% | -2.3% | -0.8% | -2.0% |
| 30D | -3.4% | -6.1% | +2.7% | -0.6% |
| 3M | +3.6% | +1.7% | +1.9% | +2.0% |
| 6M | +9.0% | +1.6% | +7.4% | +5.9% |
| YTD | +12.2% | -9.1% | +21.3% | +14.3% |
| 1Y | +15.6% | -1.7% | +17.2% | +12.1% |
| 3Y | +51.6% | +67.3% | -15.7% | +6.8% |
| 5Y | +50.4% | +52.1% | -1.7% | +9.5% |
| All | +203.4% | +301.8% | -98.3% | +27.4% |
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 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