+52.1%
TEL vs QID
-80.2%
+132.3%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | +0.9% |
| 7D | -2.3% | +2.7% | -5.0% | -1.2% |
| 30D | -6.1% | +3.3% | -9.4% | -4.6% |
| 3M | +1.7% | -5.5% | +7.2% | +0.8% |
| 6M | +1.6% | -28.4% | +30.0% | -9.3% |
| YTD | -9.1% | -26.6% | +17.5% | -17.4% |
| 1Y | -1.7% | -34.1% | +32.5% | -13.5% |
| 3Y | +67.3% | -73.7% | +141.0% | +11.4% |
| 5Y | +52.1% | -80.7% | +132.8% | +2.5% |
| All | +52.1% | -80.2% | +132.3% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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