+172.7%
RTX vs TEL
+65.7%
+107.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.6% |
| 7D | -1.6% | +1.2% | -2.8% | -1.8% |
| 30D | -11.6% | -4.1% | -7.5% | -10.9% |
| 3M | +9.2% | -2.6% | +11.7% | +9.4% |
| 6M | -4.4% | 0.0% | -4.4% | -4.9% |
| YTD | +8.9% | -9.1% | +17.9% | +10.0% |
| 1Y | +32.1% | -0.8% | +32.9% | +30.5% |
| All | +172.7% | +65.7% | +107.0% | +132.2% |
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