+1,445.1%
SOXX vs TEL
+298.0%
+1,147.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.1% | -1.6% | -2.3% |
| 7D | -4.3% | -2.5% | -1.8% | -2.3% |
| 30D | -9.6% | -5.6% | -4.1% | -5.5% |
| 3M | -16.5% | -3.0% | -13.6% | -14.8% |
| 6M | +50.3% | +2.8% | +47.5% | +44.0% |
| YTD | +65.3% | -9.6% | +75.0% | +74.8% |
| 1Y | +95.5% | -2.0% | +97.5% | +92.6% |
| 3Y | +207.2% | +64.6% | +142.6% | +92.8% |
| 5Y | +228.3% | +51.9% | +176.4% | +122.1% |
| 10Y | +1,445.1% | +297.9% | +1,147.2% | +422.9% |
| All | +1,445.1% | +298.0% | +1,147.1% | +422.9% |
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 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