-7.4%
TEL vs WEC
+9.5%
-17.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.7% |
| 7D | +4.5% | +2.3% | +2.2% | +4.5% |
| 30D | +2.9% | +11.1% | -8.2% | +3.1% |
| 3M | +1.1% | +8.4% | -7.3% | +1.0% |
| 6M | +5.0% | +7.5% | -2.5% | +4.3% |
| YTD | -3.9% | +15.3% | -19.2% | -2.2% |
| 1Y | -7.4% | +9.7% | -17.2% | -10.7% |
| All | -7.4% | +9.5% | -17.0% | -10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling