+30.8%
SOXX vs TEL
-14.3%
+45.0%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -70.7% | -6.3% | -64.4% | -62.7% |
| 7D | -23.0% | -7.4% | -15.6% | -0.7% |
| 30D | -32.9% | -6.0% | -26.9% | -14.2% |
| 3M | -25.3% | -5.0% | -20.3% | -5.3% |
| 6M | -17.8% | +0.5% | -18.2% | +0.7% |
| YTD | +32.1% | -8.3% | +40.4% | +64.8% |
| 1Y | +30.8% | -16.2% | +47.0% | +74.9% |
| All | +30.8% | -14.3% | +45.0% | +74.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling