+285.8%
TEL vs WEC
+197.9%
+87.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.9% |
| 7D | +4.5% | +2.3% | +2.2% | +3.9% |
| 30D | +2.9% | +11.1% | -8.2% | +0.1% |
| 3M | +1.1% | +8.4% | -7.3% | -1.0% |
| 6M | +5.0% | +7.5% | -2.5% | +2.7% |
| YTD | -3.9% | +15.3% | -19.2% | -7.7% |
| 1Y | -7.4% | +9.7% | -17.2% | -10.0% |
| 3Y | +81.0% | +64.7% | +16.3% | +55.5% |
| 5Y | +42.3% | +57.3% | -15.0% | +23.7% |
| All | +285.8% | +197.9% | +87.8% | +216.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling