+668.9%
TEL vs RRX
+346.8%
+322.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.4% | +1.1% |
| 7D | +1.2% | -0.7% | +1.9% | +1.6% |
| 30D | -4.1% | -8.0% | +3.9% | -0.1% |
| 3M | -2.6% | -25.1% | +22.5% | +10.3% |
| 6M | 0.0% | -18.3% | +18.3% | +6.6% |
| YTD | -9.1% | +14.2% | -23.2% | -20.4% |
| 1Y | -0.8% | +13.0% | -13.9% | -13.7% |
| 3Y | +67.4% | +4.2% | +63.2% | +40.0% |
| 5Y | +51.8% | +17.9% | +33.9% | +13.8% |
| 10Y | +299.4% | +220.4% | +79.0% | +57.8% |
| All | +668.9% | +346.8% | +322.2% | +88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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