+683.8%
TEL vs WEC
+764.2%
-80.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.1% |
| 7D | +3.0% | -0.3% | +3.2% | +3.1% |
| 30D | -3.9% | -1.3% | -2.6% | -3.5% |
| 3M | -5.1% | -3.9% | -1.2% | -3.8% |
| 6M | +0.6% | -8.3% | +8.9% | +3.9% |
| YTD | -7.3% | +3.1% | -10.4% | -9.1% |
| 1Y | +1.1% | +1.9% | -0.8% | -0.7% |
| 3Y | +63.7% | +41.9% | +21.8% | +35.5% |
| 5Y | +50.7% | +30.8% | +19.9% | +27.8% |
| 10Y | +290.2% | +141.9% | +148.2% | +109.5% |
| All | +683.8% | +764.2% | -80.4% | +27.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling