-40.6%
INTU vs TEL
+66.0%
-106.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.8% | -2.4% | -3.8% |
| 7D | -7.5% | -1.4% | -6.1% | -7.3% |
| 30D | -1.9% | -4.9% | +2.9% | -1.2% |
| 3M | +4.9% | +0.1% | +4.8% | +4.4% |
| 6M | -33.2% | +0.4% | -33.6% | -34.5% |
| YTD | -51.4% | -8.9% | -42.5% | -51.3% |
| 1Y | -52.0% | -0.3% | -51.7% | -54.2% |
| All | -40.6% | +66.0% | -106.5% | -57.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling