+71.9%
TEL vs SW
+39.0%
+32.9%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.3% | +0.6% |
| 7D | -2.8% | +2.3% | -5.1% | -3.4% |
| 30D | -4.1% | +6.8% | -10.9% | -5.7% |
| 3M | -3.4% | -5.2% | +1.8% | -2.3% |
| 6M | -3.5% | +7.4% | -10.9% | -5.8% |
| YTD | -8.0% | +17.4% | -25.4% | -12.6% |
| 1Y | -13.7% | +27.1% | -40.8% | -19.6% |
| 3Y | +71.9% | +47.9% | +24.1% | +63.7% |
| All | +71.9% | +39.0% | +32.9% | +63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 3y: compounded portfolio wealth divided by compounded SW 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…
3y analysis · Full analysis span regression · 6 months rolling