+197.5%
EWT vs TEL
+71.6%
+125.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.6% | -1.8% | +0.2% |
| 7D | -1.1% | +1.6% | -2.7% | -1.9% |
| 30D | +4.5% | -0.7% | +5.1% | +4.6% |
| 3M | +8.3% | +2.4% | +5.8% | +6.8% |
| 6M | +54.2% | +4.1% | +50.1% | +49.1% |
| YTD | +74.6% | -5.8% | +80.4% | +75.8% |
| 1Y | +84.9% | +0.9% | +84.0% | +79.4% |
| 3Y | +197.5% | +72.6% | +124.9% | +119.0% |
| All | +197.5% | +71.6% | +125.9% | +119.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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