+66.7%
TEL vs WPM
+273.6%
-206.9%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.2% | -0.3% |
| 7D | +1.2% | +3.9% | -2.7% | +0.6% |
| 30D | -4.1% | +17.7% | -21.8% | -7.0% |
| 3M | -2.6% | +39.4% | -42.0% | -8.5% |
| 6M | 0.0% | +6.4% | -6.4% | -2.6% |
| YTD | -9.1% | +34.0% | -43.0% | -14.0% |
| 1Y | -0.8% | +50.5% | -51.3% | -7.6% |
| All | +66.7% | +273.6% | -206.9% | +38.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling