+677.7%
TEL vs SUI
+1,084.9%
-407.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +1.0% |
| 7D | -2.8% | +6.2% | -9.0% | -5.5% |
| 30D | -4.1% | +8.6% | -12.7% | -7.9% |
| 3M | -3.4% | +1.0% | -4.4% | -4.4% |
| 6M | -3.5% | -2.6% | -0.9% | -3.5% |
| YTD | -8.0% | -0.1% | -7.9% | -9.1% |
| 1Y | -13.7% | +0.5% | -14.2% | -15.0% |
| 3Y | +71.9% | +15.3% | +56.7% | +54.2% |
| 5Y | +40.9% | -26.1% | +67.0% | +53.2% |
| 10Y | +293.3% | +117.8% | +175.5% | +149.2% |
| All | +677.7% | +1,084.9% | -407.3% | +80.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling