+683.8%
TEL vs IP
+121.5%
+562.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -1.3% |
| 7D | +3.0% | -5.3% | +8.2% | +5.3% |
| 30D | -3.9% | -10.9% | +6.9% | +0.8% |
| 3M | -5.1% | +11.2% | -16.3% | -10.5% |
| 6M | +0.6% | -10.2% | +10.8% | +3.5% |
| YTD | -7.3% | -2.0% | -5.3% | -9.1% |
| 1Y | +1.1% | -19.1% | +20.2% | +6.9% |
| 3Y | +63.7% | +20.9% | +42.8% | +37.1% |
| 5Y | +50.7% | -17.8% | +68.5% | +49.1% |
| 10Y | +290.2% | +23.5% | +266.6% | +204.8% |
| All | +683.8% | +121.5% | +562.4% | +280.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling