+288.6%
TEL vs SUI
+104.3%
+184.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.1% |
| 7D | -1.4% | -3.1% | +1.7% | -0.2% |
| 30D | -4.9% | -2.3% | -2.6% | -4.0% |
| 3M | +0.1% | -2.8% | +2.9% | +0.8% |
| 6M | +0.4% | -12.4% | +12.7% | +5.5% |
| YTD | -8.9% | -3.3% | -5.6% | -8.2% |
| 1Y | -0.3% | -5.8% | +5.5% | +1.3% |
| 3Y | +67.6% | +12.5% | +55.1% | +52.6% |
| 5Y | +50.7% | -32.9% | +83.5% | +72.3% |
| 10Y | +288.6% | +104.4% | +184.2% | +222.6% |
| All | +288.6% | +104.3% | +184.3% | +222.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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