+335.3%
TEL vs RACE
+663.9%
-328.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.7% | +5.0% | +5.4% |
| 7D | +0.6% | +3.9% | -3.4% | -1.1% |
| 30D | +0.2% | +7.4% | -7.2% | -2.9% |
| 3M | +1.5% | +1.6% | -0.1% | +0.6% |
| 6M | +6.9% | +23.3% | -16.4% | -3.3% |
| YTD | -2.8% | +14.7% | -17.5% | -9.7% |
| 1Y | -8.8% | +2.5% | -11.3% | -11.1% |
| 3Y | +84.3% | +28.0% | +56.3% | +54.3% |
| 5Y | +46.8% | +69.8% | -23.0% | +5.1% |
| 10Y | +294.7% | +734.9% | -440.2% | +56.6% |
| All | +335.3% | +663.9% | -328.6% | +64.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling