+724.3%
TEL vs IP
+106.1%
+618.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +1.3% |
| 7D | -0.4% | -2.8% | +2.4% | +1.0% |
| 30D | +1.0% | +9.2% | -8.2% | -3.1% |
| 3M | +0.7% | -16.1% | +16.9% | +8.2% |
| 6M | +7.3% | +9.6% | -2.3% | +1.4% |
| YTD | -2.5% | -8.8% | +6.3% | -1.7% |
| 1Y | -10.3% | -5.5% | -4.7% | -11.1% |
| 3Y | +81.1% | +19.6% | +61.5% | +51.7% |
| 5Y | +45.3% | -13.5% | +58.7% | +39.8% |
| 10Y | +290.3% | +22.4% | +267.9% | +205.3% |
| All | +724.3% | +106.1% | +618.1% | +311.2% |
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 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