+71.9%
TEL vs IP
+13.9%
+58.0%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.1% |
| 7D | -2.8% | -5.1% | +2.2% | -1.5% |
| 30D | -4.1% | +8.5% | -12.6% | -6.2% |
| 3M | -3.4% | -13.8% | +10.5% | +0.2% |
| 6M | -3.5% | +5.7% | -9.2% | -5.6% |
| YTD | -8.0% | -9.1% | +1.1% | -7.2% |
| 1Y | -13.7% | -0.8% | -12.9% | -14.9% |
| 3Y | +71.9% | +14.8% | +57.1% | +67.2% |
| All | +71.9% | +13.9% | +58.0% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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