+675.2%
TEL vs IP
+103.6%
+571.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -4.0% | -2.3% | -4.6% |
| 7D | -7.4% | -5.0% | -2.4% | -5.3% |
| 30D | -6.0% | +6.5% | -12.5% | -8.8% |
| 3M | -5.0% | -18.0% | +13.1% | +3.1% |
| 6M | +0.5% | +10.3% | -9.8% | -5.3% |
| YTD | -8.3% | -9.9% | +1.6% | -7.1% |
| 1Y | -16.2% | -1.1% | -15.2% | -18.8% |
| 3Y | +71.6% | +13.0% | +58.5% | +47.5% |
| 5Y | +40.4% | -12.3% | +52.7% | +34.2% |
| 10Y | +292.1% | +26.8% | +265.3% | +201.9% |
| All | +675.2% | +103.6% | +571.6% | +288.7% |
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