+590.7%
RTX vs TEL
+759.2%
-168.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.7% | -1.1% |
| 7D | +3.4% | +5.6% | -2.2% | +0.8% |
| 30D | +8.4% | +0.9% | +7.5% | +7.5% |
| 3M | -10.7% | +2.1% | -12.7% | -12.3% |
| 6M | +11.7% | +2.7% | +9.0% | +8.5% |
| YTD | +9.3% | -3.2% | +12.5% | +7.4% |
| 1Y | +13.3% | -10.6% | +23.9% | +15.2% |
| 3Y | +156.1% | +79.8% | +76.3% | +77.7% |
| 5Y | +148.5% | +43.3% | +105.3% | +88.4% |
| 10Y | +263.6% | +287.5% | -23.8% | +63.6% |
| All | +590.7% | +759.2% | -168.5% | +92.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling