+52.1%
TEL vs WPM
+252.7%
-200.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.7% | +3.7% | +0.7% |
| 7D | -2.3% | -3.6% | +1.3% | -1.6% |
| 30D | -6.1% | +12.5% | -18.5% | -8.5% |
| 3M | +1.7% | +40.6% | -38.9% | -5.4% |
| 6M | +1.6% | +0.5% | +1.1% | +0.1% |
| YTD | -9.1% | +29.0% | -38.1% | -14.6% |
| 1Y | -1.7% | +43.8% | -45.5% | -9.7% |
| 3Y | +67.3% | +266.3% | -199.0% | +24.8% |
| 5Y | +52.1% | +255.1% | -203.0% | +7.6% |
| All | +52.1% | +252.7% | -200.6% | +7.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling