+51.6%
TEL vs SUI
-32.0%
+83.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.2% |
| 7D | +3.0% | -2.8% | +5.8% | +4.0% |
| 30D | -3.9% | -1.2% | -2.7% | -3.6% |
| 3M | -5.1% | -1.7% | -3.4% | -4.9% |
| 6M | +0.6% | -10.5% | +11.1% | +4.4% |
| YTD | -7.3% | -1.8% | -5.5% | -7.2% |
| 1Y | +1.1% | -4.1% | +5.2% | +2.0% |
| 3Y | +63.7% | +11.3% | +52.4% | +49.9% |
| All | +51.6% | -32.0% | +83.6% | +78.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling