+67.6%
TEL vs RBA
+29.1%
+38.6%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -1.2% |
| 7D | -1.4% | -1.1% | -0.4% | -1.2% |
| 30D | -4.9% | -13.2% | +8.3% | -1.3% |
| 3M | +0.1% | -21.4% | +21.4% | +6.0% |
| 6M | +0.4% | -20.9% | +21.2% | +5.9% |
| YTD | -8.9% | -19.9% | +10.9% | -4.8% |
| 1Y | -0.3% | -28.7% | +28.4% | +7.8% |
| 3Y | +67.6% | +27.4% | +40.2% | +59.6% |
| All | +67.6% | +29.1% | +38.6% | +59.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling