+217.8%
INTU vs TEL
+316.2%
-98.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.6% | -0.8% | +0.9% |
| 7D | -3.3% | +1.6% | -4.9% | -4.1% |
| 30D | -3.9% | -0.7% | -3.3% | -4.0% |
| 3M | +16.6% | +2.4% | +14.2% | +14.0% |
| 6M | -26.4% | +4.1% | -30.6% | -30.8% |
| YTD | -51.0% | -5.8% | -45.2% | -52.0% |
| 1Y | -50.8% | +0.9% | -51.6% | -54.3% |
| 3Y | -40.1% | +72.6% | -112.7% | -62.0% |
| 5Y | -41.2% | +57.5% | -98.8% | -60.4% |
| All | +217.8% | +316.2% | -98.4% | +16.7% |
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 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