-10.0%
TEL vs RBA
-4.1%
-5.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | -0.4% | +0.6% | -1.0% | -0.5% |
| 30D | +1.0% | +9.0% | -8.0% | -0.7% |
| 3M | +0.7% | +7.2% | -6.4% | -0.5% |
| 6M | +7.3% | -7.8% | +15.0% | +8.6% |
| YTD | -2.5% | -6.4% | +3.8% | -8.0% |
| All | -10.0% | -4.1% | -5.8% | -15.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling