+712.7%
TEL vs WAB
+1,604.0%
-891.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.2% | -0.2% |
| 7D | +4.5% | +5.1% | -0.6% | +1.8% |
| 30D | +2.9% | +4.0% | -1.1% | +0.8% |
| 3M | +1.1% | +0.1% | +1.0% | +1.1% |
| 6M | +5.0% | +12.8% | -7.8% | -2.3% |
| YTD | -3.9% | +40.1% | -44.0% | -20.5% |
| 1Y | -7.4% | +46.4% | -53.8% | -25.2% |
| 3Y | +81.0% | +167.4% | -86.4% | +4.1% |
| 5Y | +42.3% | +215.0% | -172.7% | -25.4% |
| 10Y | +284.8% | +269.2% | +15.6% | +67.5% |
| All | +712.7% | +1,604.0% | -891.3% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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