+102.3%
INTC vs TEL
+50.4%
+51.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | 0.0% | -5.5% | -5.6% |
| 7D | +9.4% | -2.3% | +11.7% | +11.2% |
| 30D | +2.7% | -6.1% | +8.7% | +7.4% |
| 3M | -6.3% | +1.7% | -8.0% | -7.6% |
| 6M | +114.5% | +1.6% | +112.8% | +107.7% |
| YTD | +171.9% | -9.1% | +180.9% | +185.5% |
| 1Y | +305.0% | -1.7% | +306.7% | +297.9% |
| 3Y | +168.3% | +67.3% | +101.0% | +69.0% |
| 5Y | +102.3% | +52.1% | +50.2% | +30.5% |
| All | +102.3% | +50.4% | +51.9% | +30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling