+50.7%
TEL vs RACE
+92.4%
-41.8%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.3% |
| 7D | -1.4% | -1.0% | -0.4% | -1.0% |
| 30D | -4.9% | -1.5% | -3.3% | -4.4% |
| 3M | +0.1% | +15.5% | -15.4% | -6.2% |
| 6M | +0.4% | +17.3% | -16.9% | -7.0% |
| YTD | -8.9% | +11.1% | -20.0% | -14.0% |
| 1Y | -0.3% | -14.3% | +14.0% | +4.5% |
| 3Y | +67.6% | +40.2% | +27.5% | +26.3% |
| 5Y | +50.7% | +92.6% | -41.9% | -9.9% |
| All | +50.7% | +92.4% | -41.8% | -9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling