+18.9%
IWM vs TEL
-8.6%
+27.5%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | +1.0% | -0.5% | +1.4% | +1.1% |
| 30D | +0.2% | +0.6% | -0.4% | 0.0% |
| 3M | -5.6% | +2.0% | -7.6% | -6.4% |
| 6M | +2.7% | +8.1% | -5.4% | -0.3% |
| YTD | +16.2% | -2.2% | +18.3% | +14.0% |
| 1Y | +18.9% | -8.6% | +27.5% | +19.9% |
| All | +18.9% | -8.6% | +27.5% | +19.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling