+683.8%
TEL vs RBA
+515.1%
+168.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | +3.0% | -2.9% | +5.9% | +4.0% |
| 30D | -3.9% | -12.3% | +8.4% | +0.3% |
| 3M | -5.1% | -20.5% | +15.4% | +1.9% |
| 6M | +0.6% | -18.5% | +19.1% | +6.9% |
| YTD | -7.3% | -18.2% | +10.9% | -2.1% |
| 1Y | +1.1% | -27.5% | +28.6% | +11.3% |
| 3Y | +63.7% | +38.1% | +25.6% | +40.1% |
| 5Y | +50.7% | +44.8% | +5.9% | +23.1% |
| 10Y | +290.2% | +187.1% | +103.0% | +135.9% |
| All | +683.8% | +515.1% | +168.8% | +224.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling