+438.6%
PWR vs TEL
+50.4%
+388.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -0.2% | -2.3% | +2.1% | +1.1% |
| 30D | -7.7% | -6.1% | -1.7% | -4.4% |
| 3M | -4.9% | +1.7% | -6.6% | -6.6% |
| 6M | +9.7% | +1.6% | +8.1% | +6.6% |
| YTD | +46.7% | -9.1% | +55.8% | +51.3% |
| 1Y | +58.7% | -1.7% | +60.4% | +55.6% |
| 3Y | +200.7% | +67.3% | +133.4% | +103.7% |
| 5Y | +438.6% | +52.1% | +386.5% | +295.7% |
| All | +438.6% | +50.4% | +388.2% | +295.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling