+683.8%
TEL vs RRC
+16.3%
+667.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.2% |
| 7D | +3.0% | +1.3% | +1.7% | +2.7% |
| 30D | -3.9% | +10.1% | -14.0% | -5.7% |
| 3M | -5.1% | +4.0% | -9.1% | -6.2% |
| 6M | +0.6% | +1.6% | -1.0% | -0.5% |
| YTD | -7.3% | +19.7% | -27.0% | -11.5% |
| 1Y | +1.1% | +21.4% | -20.3% | -4.0% |
| 3Y | +63.7% | +29.7% | +34.0% | +50.8% |
| 5Y | +50.7% | +153.9% | -103.2% | +15.0% |
| 10Y | +290.2% | +10.8% | +279.3% | +205.9% |
| All | +683.8% | +16.3% | +667.5% | +357.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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