+156.7%
RTX vs TEL
+80.8%
+75.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.7% | -1.3% |
| 7D | +3.4% | +5.6% | -2.2% | +2.3% |
| 30D | +8.4% | +0.9% | +7.5% | +8.1% |
| 3M | -10.7% | +2.1% | -12.7% | -11.2% |
| 6M | +11.7% | +2.7% | +9.0% | +10.5% |
| YTD | +9.3% | -3.2% | +12.5% | +8.9% |
| 1Y | +13.3% | -10.6% | +23.9% | +14.8% |
| All | +156.7% | +80.8% | +75.9% | +130.4% |
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