+52.1%
TEL vs IBN
+53.6%
-1.5%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.6% | +0.6% |
| 7D | +1.2% | -5.1% | +6.3% | +3.5% |
| 30D | -4.1% | -3.5% | -0.6% | -2.8% |
| 3M | -2.6% | +11.3% | -13.9% | -7.1% |
| 6M | 0.0% | +4.4% | -4.4% | -2.1% |
| YTD | -9.1% | -1.8% | -7.3% | -8.9% |
| 1Y | -0.8% | -8.0% | +7.1% | +1.6% |
| 3Y | +67.4% | +27.1% | +40.3% | +44.7% |
| All | +52.1% | +53.6% | -1.5% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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