+52.1%
TEL vs RMD
-22.7%
+74.8%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.1% | 0.0% |
| 7D | -2.3% | -4.2% | +1.9% | -1.1% |
| 30D | -6.1% | -2.1% | -4.0% | -5.6% |
| 3M | +1.7% | +13.8% | -12.1% | -2.5% |
| 6M | +1.6% | -10.6% | +12.2% | +4.3% |
| YTD | -9.1% | -8.1% | -1.0% | -7.7% |
| 1Y | -1.7% | -18.0% | +16.3% | +3.1% |
| 3Y | +67.3% | +52.9% | +14.5% | +39.9% |
| 5Y | +52.1% | -22.3% | +74.4% | +48.1% |
| All | +52.1% | -22.7% | +74.8% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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