+288.4%
TEL vs RACE
+717.8%
-429.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.7% | +0.4% |
| 7D | +5.6% | -4.0% | +9.6% | +7.5% |
| 30D | +0.9% | +3.5% | -2.7% | -0.8% |
| 3M | +2.1% | -0.4% | +2.5% | +2.1% |
| 6M | +2.7% | +23.2% | -20.4% | -7.6% |
| YTD | -3.2% | +11.0% | -14.2% | -9.2% |
| 1Y | -10.6% | -2.2% | -8.4% | -11.0% |
| 3Y | +79.8% | +22.5% | +57.3% | +51.0% |
| 5Y | +43.3% | +63.2% | -19.9% | +0.9% |
| All | +288.4% | +717.8% | -429.4% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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