+718.3%
TEL vs RVTY
+566.4%
+151.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.3% |
| 7D | +5.6% | +4.1% | +1.4% | +3.5% |
| 30D | +0.9% | +1.3% | -0.4% | 0.0% |
| 3M | +2.1% | +33.3% | -31.2% | -13.1% |
| 6M | +2.7% | +58.3% | -55.6% | -20.9% |
| YTD | -3.2% | +62.7% | -65.9% | -27.6% |
| 1Y | -10.6% | +67.2% | -77.8% | -34.3% |
| 3Y | +79.8% | +87.3% | -7.5% | +18.4% |
| 5Y | +43.3% | -13.4% | +56.7% | +38.5% |
| 10Y | +287.5% | +217.2% | +70.3% | +65.9% |
| All | +718.3% | +566.4% | +151.9% | +95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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