-50.8%
INTU vs TEL
+1.5%
-52.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.6% | -0.8% | +3.3% |
| 7D | -3.3% | +1.6% | -4.9% | -3.2% |
| 30D | -3.9% | -0.7% | -3.3% | -4.0% |
| 3M | +16.6% | +2.4% | +14.2% | +17.1% |
| 6M | -26.4% | +4.1% | -30.6% | -25.9% |
| YTD | -51.0% | -5.8% | -45.2% | -50.9% |
| 1Y | -50.8% | +0.9% | -51.6% | -53.2% |
| All | -50.8% | +1.5% | -52.3% | -53.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling