+712.7%
TEL vs RGEN
+4,126.4%
-3,413.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.4% | -0.8% |
| 7D | +4.5% | -3.3% | +7.8% | +5.2% |
| 30D | +2.9% | -5.8% | +8.7% | +4.0% |
| 3M | +1.1% | +0.2% | +1.0% | +0.5% |
| 6M | +5.0% | +56.8% | -51.8% | -5.2% |
| YTD | -3.9% | +2.4% | -6.3% | -5.9% |
| 1Y | -7.4% | +11.4% | -18.9% | -10.9% |
| 3Y | +81.0% | +15.2% | +65.8% | +67.1% |
| 5Y | +42.3% | -35.1% | +77.4% | +40.3% |
| 10Y | +284.8% | +419.6% | -134.8% | +149.0% |
| All | +712.7% | +4,126.4% | -3,413.7% | +164.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling