+670.1%
TEL vs RMD
+1,151.7%
-481.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -0.5% |
| 7D | -1.4% | -4.5% | +3.0% | +0.3% |
| 30D | -4.9% | +4.6% | -9.5% | -6.8% |
| 3M | +0.1% | +14.8% | -14.7% | -6.0% |
| 6M | +0.4% | -12.1% | +12.4% | +4.6% |
| YTD | -8.9% | -7.5% | -1.4% | -7.4% |
| 1Y | -0.3% | -20.1% | +19.8% | +7.2% |
| 3Y | +67.6% | +53.9% | +13.7% | +31.7% |
| 5Y | +50.7% | -22.2% | +72.9% | +54.1% |
| 10Y | +288.6% | +268.2% | +20.4% | +79.9% |
| All | +670.1% | +1,151.7% | -481.6% | +40.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling