+1,784.1%
XLK vs TEL
+736.1%
+1,048.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.6% | -2.3% | -0.5% |
| 7D | +0.2% | +1.6% | -1.4% | -0.6% |
| 30D | -0.6% | -0.7% | 0.0% | -0.5% |
| 3M | +2.6% | +2.4% | +0.1% | +0.9% |
| 6M | +34.0% | +4.1% | +29.8% | +29.3% |
| YTD | +30.7% | -5.8% | +36.5% | +31.9% |
| 1Y | +39.2% | +0.9% | +38.3% | +35.2% |
| 3Y | +120.4% | +72.6% | +47.8% | +61.1% |
| 5Y | +148.8% | +57.5% | +91.3% | +89.8% |
| 10Y | +803.3% | +313.6% | +489.6% | +325.3% |
| All | +1,784.1% | +736.1% | +1,048.1% | +478.5% |
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