+712.7%
TEL vs RMD
+1,260.1%
-547.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -0.9% | -0.8% |
| 7D | +4.5% | +2.1% | +2.4% | +3.7% |
| 30D | +2.9% | +2.1% | +0.8% | +1.8% |
| 3M | +1.1% | +6.2% | -5.1% | -1.8% |
| 6M | +5.0% | +19.4% | -14.4% | -3.5% |
| YTD | -3.9% | +0.5% | -4.4% | -5.8% |
| 1Y | -7.4% | -3.9% | -3.5% | -7.7% |
| 3Y | +81.0% | +72.5% | +8.4% | +35.9% |
| 5Y | +42.3% | -1.5% | +43.8% | +31.6% |
| 10Y | +284.8% | +345.8% | -60.9% | +63.2% |
| All | +712.7% | +1,260.1% | -547.4% | +42.5% |
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