+2,003.3%
PWR vs TEL
+707.4%
+1,296.0%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.8% |
| 7D | +2.7% | +1.2% | +1.4% | +1.8% |
| 30D | -5.1% | -4.1% | -1.0% | -2.7% |
| 3M | -9.4% | -2.6% | -6.8% | -8.5% |
| 6M | +10.4% | 0.0% | +10.4% | +8.4% |
| YTD | +48.6% | -9.1% | +57.7% | +53.8% |
| 1Y | +68.0% | -0.8% | +68.9% | +64.0% |
| 3Y | +204.7% | +67.4% | +137.4% | +105.7% |
| 5Y | +451.9% | +51.8% | +400.2% | +291.1% |
| 10Y | +2,425.3% | +299.4% | +2,125.9% | +798.1% |
| All | +2,003.3% | +707.4% | +1,296.0% | +304.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling