+299.4%
TEL vs RBA
+189.2%
+110.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.1% |
| 7D | +1.2% | -1.9% | +3.1% | +1.9% |
| 30D | -4.1% | -13.0% | +8.9% | +0.3% |
| 3M | -2.6% | -23.1% | +20.5% | +5.7% |
| 6M | 0.0% | -22.6% | +22.6% | +8.1% |
| YTD | -9.1% | -20.4% | +11.3% | -3.2% |
| 1Y | -0.8% | -29.6% | +28.7% | +10.1% |
| 3Y | +67.4% | +26.6% | +40.8% | +48.0% |
| 5Y | +51.8% | +38.2% | +13.6% | +25.9% |
| 10Y | +299.4% | +194.7% | +104.7% | +131.9% |
| All | +299.4% | +189.2% | +110.3% | +131.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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