+309.3%
TEL vs IT
+103.1%
+206.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.3% | -1.7% | +1.7% |
| 7D | +1.6% | -3.7% | +5.3% | +2.8% |
| 30D | -0.7% | +0.1% | -0.7% | -1.1% |
| 3M | +2.4% | +20.7% | -18.3% | -6.6% |
| 6M | +4.1% | +12.0% | -7.8% | -4.0% |
| YTD | -5.8% | -28.8% | +23.0% | +2.6% |
| 1Y | +0.9% | -25.5% | +26.4% | +6.7% |
| 3Y | +72.6% | -48.8% | +121.4% | +105.5% |
| 5Y | +57.5% | -42.7% | +100.3% | +73.8% |
| All | +309.3% | +103.1% | +206.3% | +154.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling