-8.6%
TEL vs WPM
+38.8%
-47.4%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +12.0% | -11.8% | -2.8% |
| 7D | -0.5% | +3.9% | -4.4% | -1.6% |
| 30D | +0.6% | -3.5% | +4.1% | +1.3% |
| 3M | +2.0% | +14.1% | -12.1% | -2.9% |
| 6M | +8.1% | +6.2% | +1.9% | +4.3% |
| YTD | -2.2% | +12.4% | -14.5% | -11.5% |
| 1Y | -8.6% | +40.0% | -48.6% | -27.9% |
| All | -8.6% | +38.8% | -47.4% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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