+52.1%
TEL vs WING
-35.5%
+87.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.3% |
| 7D | +1.2% | -2.3% | +3.5% | +1.6% |
| 30D | -4.1% | -5.6% | +1.5% | -3.5% |
| 3M | -2.6% | -22.9% | +20.3% | +0.9% |
| 6M | 0.0% | -50.4% | +50.4% | +11.2% |
| YTD | -9.1% | -53.3% | +44.3% | +1.5% |
| 1Y | -0.8% | -61.2% | +60.4% | +13.8% |
| 3Y | +67.4% | -30.1% | +97.4% | +53.5% |
| All | +52.1% | -35.5% | +87.6% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 5y: compounded portfolio wealth divided by compounded WING 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…
5y analysis · Full analysis span regression · 6 months rolling