+1,172.5%
INTU vs TEL
+723.0%
+449.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.2% |
| 7D | -7.1% | +3.0% | -10.0% | -8.4% |
| 30D | +1.5% | -3.9% | +5.4% | +2.9% |
| 3M | +10.7% | -5.1% | +15.8% | +12.1% |
| 6M | -23.8% | +0.6% | -24.4% | -26.4% |
| YTD | -49.3% | -7.3% | -42.0% | -49.8% |
| 1Y | -49.7% | +1.1% | -50.8% | -52.5% |
| 3Y | -38.0% | +63.7% | -101.7% | -54.9% |
| 5Y | -38.7% | +50.7% | -89.4% | -53.1% |
| 10Y | +221.3% | +290.2% | -68.8% | +56.5% |
| All | +1,172.5% | +723.0% | +449.5% | +328.4% |
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