+1,216.6%
INTU vs TEL
+765.5%
+451.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.1% | +0.3% |
| 7D | -3.9% | -0.4% | -3.6% | -4.0% |
| 30D | +12.0% | +1.0% | +11.0% | +10.7% |
| 3M | +2.3% | +0.7% | +1.6% | +0.6% |
| 6M | -12.1% | +7.3% | -19.4% | -17.0% |
| YTD | -47.5% | -2.5% | -45.0% | -49.7% |
| 1Y | -46.9% | -10.3% | -36.6% | -47.1% |
| 3Y | -33.5% | +81.1% | -114.6% | -54.2% |
| 5Y | -41.2% | +45.3% | -86.5% | -54.6% |
| 10Y | +233.5% | +290.3% | -56.8% | +60.6% |
| All | +1,216.6% | +765.5% | +451.2% | +329.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling