+72.6%
TEL vs RVMD
+537.4%
-464.8%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.6% |
| 7D | +1.6% | -3.0% | +4.6% | +1.9% |
| 30D | -0.7% | -0.7% | +0.1% | -0.6% |
| 3M | +2.4% | +36.5% | -34.1% | -1.1% |
| 6M | +4.1% | +104.6% | -100.5% | -4.1% |
| YTD | -5.8% | +155.8% | -161.7% | -15.9% |
| 1Y | +0.9% | +340.7% | -339.8% | -15.8% |
| 3Y | +72.6% | +519.9% | -447.3% | +32.8% |
| All | +72.6% | +537.4% | -464.8% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 3y: compounded portfolio wealth divided by compounded RVMD 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…
3y analysis · Full analysis span regression · 6 months rolling