+41.6%
TEL vs RACE
+65.0%
-23.4%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.9% |
| 7D | -2.8% | +5.1% | -7.9% | -4.8% |
| 30D | -4.1% | +7.7% | -11.8% | -7.0% |
| 3M | -3.4% | +2.2% | -5.5% | -4.4% |
| 6M | -3.5% | +23.8% | -27.2% | -12.6% |
| YTD | -8.0% | +13.9% | -21.9% | -14.1% |
| 1Y | -13.7% | +3.8% | -17.5% | -16.1% |
| 3Y | +71.9% | +28.0% | +43.9% | +38.6% |
| All | +41.6% | +65.0% | -23.4% | -7.0% |
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