+52.1%
TEL vs IT
-46.1%
+98.2%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.6% | -0.2% |
| 7D | -2.3% | -12.7% | +10.4% | +1.1% |
| 30D | -6.1% | -8.9% | +2.8% | -4.1% |
| 3M | +1.7% | +10.1% | -8.4% | -2.5% |
| 6M | +1.6% | +7.3% | -5.7% | -3.0% |
| YTD | -9.1% | -32.4% | +23.3% | +0.4% |
| 1Y | -1.7% | -26.6% | +25.0% | +4.2% |
| 3Y | +67.3% | -51.8% | +119.1% | +101.3% |
| 5Y | +52.1% | -45.6% | +97.7% | +63.2% |
| All | +52.1% | -46.1% | +98.2% | +63.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling