+236.7%
INTU vs TEL
+283.7%
-47.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.8% |
| 7D | +0.1% | +4.5% | -4.4% | -2.3% |
| 30D | +10.1% | +2.9% | +7.2% | +7.7% |
| 3M | -4.2% | +1.1% | -5.3% | -6.2% |
| 6M | -7.2% | +5.0% | -12.2% | -12.3% |
| YTD | -47.7% | -3.9% | -43.8% | -49.9% |
| 1Y | -46.7% | -7.4% | -39.3% | -48.0% |
| 3Y | -34.1% | +81.0% | -115.1% | -59.9% |
| 5Y | -43.3% | +42.3% | -85.6% | -59.8% |
| All | +236.7% | +283.7% | -47.0% | +31.6% |
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