+51.8%
TEL vs IBB
+20.0%
+31.8%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.4% |
| 7D | +1.2% | -3.9% | +5.1% | +3.9% |
| 30D | -4.1% | +2.7% | -6.8% | -6.3% |
| 3M | -2.6% | +21.4% | -23.9% | -15.5% |
| 6M | 0.0% | +20.1% | -20.1% | -12.5% |
| YTD | -9.1% | +21.9% | -30.9% | -21.3% |
| 1Y | -0.8% | +44.1% | -45.0% | -23.7% |
| 3Y | +67.4% | +63.4% | +4.0% | +16.6% |
| 5Y | +51.8% | +19.8% | +32.0% | +13.3% |
| All | +51.8% | +20.0% | +31.8% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 5y: compounded portfolio wealth divided by compounded IBB 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…
5y analysis · Full analysis span regression · 6 months rolling