+71.4%
TEL vs SW
+40.4%
+31.0%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.5% | -4.8% | -5.9% |
| 7D | -7.4% | +4.7% | -12.0% | -8.4% |
| 30D | -6.0% | +5.0% | -11.0% | -7.2% |
| 3M | -5.0% | -7.3% | +2.4% | -3.4% |
| 6M | +0.5% | +15.0% | -14.5% | -3.5% |
| YTD | -8.3% | +18.5% | -26.8% | -13.1% |
| 1Y | -16.2% | +27.1% | -43.4% | -22.0% |
| All | +71.4% | +40.4% | +31.0% | +62.8% |
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