+79.8%
TEL vs IP
+20.8%
+59.0%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.7% | -0.2% |
| 7D | -0.9% | 0.0% | -0.9% | -0.9% |
| 30D | -0.2% | +9.4% | -9.6% | -2.6% |
| 3M | +2.0% | -14.1% | +16.1% | +5.9% |
| 6M | +6.4% | +9.2% | -2.7% | +3.3% |
| YTD | -3.2% | -7.5% | +4.3% | -2.8% |
| 1Y | -11.2% | -2.8% | -8.4% | -11.9% |
| 3Y | +79.8% | +21.2% | +58.5% | +72.0% |
| All | +79.8% | +20.8% | +59.0% | +72.0% |
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