+1,919.9%
PWR vs TEL
+753.4%
+1,166.6%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.2% |
| 7D | +11.3% | +4.5% | +6.8% | +8.3% |
| 30D | -8.9% | +2.9% | -11.8% | -10.2% |
| 3M | -10.5% | +1.1% | -11.6% | -10.9% |
| 6M | -22.2% | +5.0% | -27.2% | -24.8% |
| YTD | +42.7% | -3.9% | +46.6% | +43.1% |
| 1Y | +41.1% | -7.4% | +48.6% | +44.9% |
| 3Y | +242.7% | +81.0% | +161.8% | +121.3% |
| 5Y | +418.5% | +42.3% | +376.2% | +287.0% |
| 10Y | +1,855.0% | +284.8% | +1,570.1% | +617.1% |
| All | +1,919.9% | +753.4% | +1,166.6% | +276.9% |
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 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