+99.9%
TEL vs ROIV
+292.3%
-192.3%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.7% | -0.6% |
| 7D | -0.9% | +14.3% | -15.2% | -2.2% |
| 30D | -0.2% | +16.2% | -16.5% | -1.8% |
| 3M | +2.0% | +15.1% | -13.1% | +0.2% |
| 6M | +6.4% | +44.2% | -37.8% | +1.8% |
| YTD | -3.2% | +89.8% | -93.1% | -10.0% |
| 1Y | -11.2% | +94.6% | -105.7% | -17.6% |
| 3Y | +79.8% | +367.5% | -287.8% | +53.8% |
| 5Y | +46.6% | +421.4% | -374.8% | +14.4% |
| All | +99.9% | +292.3% | -192.3% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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