+788.5%
XLK vs TEL
+316.2%
+472.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.6% | -2.3% | -0.8% |
| 7D | +0.2% | +1.6% | -1.4% | -0.8% |
| 30D | -0.6% | -0.7% | 0.0% | -0.5% |
| 3M | +2.6% | +2.4% | +0.1% | +0.6% |
| 6M | +34.0% | +4.1% | +29.8% | +28.1% |
| YTD | +30.7% | -5.8% | +36.5% | +31.7% |
| 1Y | +39.2% | +0.9% | +38.3% | +33.8% |
| 3Y | +120.4% | +72.6% | +47.8% | +48.4% |
| 5Y | +148.8% | +57.5% | +91.3% | +75.2% |
| All | +788.5% | +316.2% | +472.3% | +264.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling