-42.6%
INTU vs TEL
+50.8%
-93.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -8.5% | +1.2% | -9.7% | -9.0% |
| 30D | -6.1% | -4.1% | -2.0% | -4.6% |
| 3M | +7.3% | -2.6% | +9.9% | +7.6% |
| 6M | -33.2% | 0.0% | -33.2% | -35.9% |
| YTD | -52.2% | -9.1% | -43.1% | -52.3% |
| 1Y | -52.7% | -0.8% | -51.8% | -56.2% |
| 3Y | -41.6% | +67.4% | -109.0% | -65.9% |
| 5Y | -42.6% | +51.8% | -94.4% | -62.8% |
| All | -42.6% | +50.8% | -93.5% | -62.8% |
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