+52.1%
TEL vs XME
+167.8%
-115.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.7% | +3.7% | +1.7% |
| 7D | -2.3% | -3.0% | +0.8% | -0.9% |
| 30D | -6.1% | -2.6% | -3.5% | -5.2% |
| 3M | +1.7% | +2.2% | -0.5% | 0.0% |
| 6M | +1.6% | +0.7% | +0.9% | 0.0% |
| YTD | -9.1% | +10.9% | -20.0% | -15.4% |
| 1Y | -1.7% | +35.7% | -37.4% | -17.8% |
| 3Y | +67.3% | +127.1% | -59.8% | +5.9% |
| 5Y | +52.1% | +168.5% | -116.4% | -14.3% |
| All | +52.1% | +167.8% | -115.7% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 5y: compounded portfolio wealth divided by compounded XME 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…
5y analysis · Full analysis span regression · 6 months rolling