+71.9%
TEL vs SUI
+15.1%
+56.8%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.5% |
| 7D | -2.8% | +6.2% | -9.0% | -3.7% |
| 30D | -4.1% | +8.6% | -12.7% | -5.5% |
| 3M | -3.4% | +1.0% | -4.4% | -3.7% |
| 6M | -3.5% | -2.6% | -0.9% | -3.3% |
| YTD | -8.0% | -0.1% | -7.9% | -8.2% |
| 1Y | -13.7% | +0.5% | -14.2% | -14.0% |
| 3Y | +71.9% | +15.3% | +56.7% | +58.4% |
| All | +71.9% | +15.1% | +56.8% | +58.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling