-8.6%
TEL vs W
+21.5%
-30.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +11.0% | -10.8% | -1.9% |
| 7D | -0.5% | +8.4% | -8.8% | -2.1% |
| 30D | +0.6% | +16.5% | -15.9% | -2.5% |
| 3M | +2.0% | +6.4% | -4.5% | +0.3% |
| 6M | +8.1% | +90.5% | -82.4% | -8.5% |
| YTD | -2.2% | +23.1% | -25.2% | -9.3% |
| 1Y | -8.6% | +24.3% | -32.9% | -15.6% |
| All | -8.6% | +21.5% | -30.1% | -15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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