+64.0%
XBI vs TEL
+1.5%
+62.4%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.6% | -4.0% | -1.4% |
| 7D | -4.6% | +1.6% | -6.2% | -5.1% |
| 30D | -2.0% | -0.7% | -1.3% | -1.9% |
| 3M | +17.8% | +2.4% | +15.4% | +16.4% |
| 6M | +23.7% | +4.1% | +19.6% | +20.3% |
| YTD | +28.2% | -5.8% | +34.1% | +26.9% |
| 1Y | +64.0% | +0.9% | +63.1% | +53.1% |
| All | +64.0% | +1.5% | +62.4% | +53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 1y: compounded portfolio wealth divided by compounded TEL 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…
1y analysis · Full analysis span regression · 6 months rolling