-8.6%
TEL vs WM
+21.9%
-30.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | +0.6% |
| 7D | -0.5% | +5.9% | -6.4% | +1.0% |
| 30D | +0.6% | +15.4% | -14.8% | +4.6% |
| 3M | +2.0% | +6.3% | -4.4% | +3.9% |
| 6M | +8.1% | +5.6% | +2.5% | +10.2% |
| YTD | -2.2% | +9.9% | -12.1% | +1.8% |
| 1Y | -8.6% | +20.8% | -29.4% | -2.8% |
| All | -8.6% | +21.9% | -30.5% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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