+841.3%
XBI vs TEL
+736.1%
+105.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.6% | -4.0% | -2.1% |
| 7D | -4.6% | +1.6% | -6.2% | -5.4% |
| 30D | -2.0% | -0.7% | -1.3% | -2.0% |
| 3M | +17.8% | +2.4% | +15.4% | +15.4% |
| 6M | +23.7% | +4.1% | +19.6% | +19.4% |
| YTD | +28.2% | -5.8% | +34.1% | +29.0% |
| 1Y | +64.0% | +0.9% | +63.1% | +58.6% |
| 3Y | +99.4% | +72.6% | +26.8% | +45.9% |
| 5Y | +19.3% | +57.5% | -38.2% | -9.0% |
| 10Y | +158.7% | +313.6% | -154.9% | +23.8% |
| All | +841.3% | +736.1% | +105.2% | +220.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling