+56.5%
TEL vs RGEN
-44.2%
+100.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.3% | +3.5% |
| 7D | +1.6% | -1.4% | +3.0% | +1.9% |
| 30D | -0.7% | -0.3% | -0.3% | -0.8% |
| 3M | +2.4% | +23.9% | -21.5% | -3.5% |
| 6M | +4.1% | +38.5% | -34.4% | -4.9% |
| YTD | -5.8% | +0.8% | -6.6% | -7.4% |
| 1Y | +0.9% | +38.2% | -37.3% | -8.2% |
| 3Y | +72.6% | +1.3% | +71.3% | +61.1% |
| All | +56.5% | -44.2% | +100.7% | +45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 5y: compounded portfolio wealth divided by compounded RGEN 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…
5y analysis · Full analysis span regression · 6 months rolling