+724.3%
TEL vs SUI
+1,065.0%
-340.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.1% |
| 7D | -0.4% | -2.4% | +2.1% | +0.7% |
| 30D | +1.0% | +3.3% | -2.4% | -0.9% |
| 3M | +0.7% | +0.7% | 0.0% | -0.2% |
| 6M | +7.3% | -4.1% | +11.4% | +8.0% |
| YTD | -2.5% | -1.8% | -0.7% | -3.0% |
| 1Y | -10.3% | -4.1% | -6.2% | -9.8% |
| 3Y | +81.1% | +17.4% | +63.7% | +61.0% |
| 5Y | +45.3% | -27.0% | +72.3% | +58.8% |
| 10Y | +290.3% | +121.2% | +169.1% | +145.6% |
| All | +724.3% | +1,065.0% | -340.8% | +92.6% |
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 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