+1.1%
TEL vs BWA
+59.1%
-57.9%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.1% | -1.1% |
| 7D | +3.0% | +5.7% | -2.7% | +1.4% |
| 30D | -3.9% | +1.4% | -5.3% | -4.3% |
| 3M | -5.1% | -12.1% | +7.0% | -1.9% |
| 6M | +0.6% | +28.6% | -28.0% | -6.5% |
| YTD | -7.3% | +51.1% | -58.4% | -21.3% |
| 1Y | +1.1% | +55.9% | -54.7% | -16.0% |
| All | +1.1% | +59.1% | -57.9% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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