-8.6%
TEL vs WST
+47.3%
-55.9%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | -0.5% | +1.3% | -1.7% | -0.7% |
| 30D | +0.6% | +8.5% | -7.9% | -1.1% |
| 3M | +2.0% | +17.2% | -15.2% | -1.6% |
| 6M | +8.1% | +36.3% | -28.2% | -0.6% |
| YTD | -2.2% | +48.9% | -51.1% | -14.0% |
| 1Y | -8.6% | +42.9% | -51.5% | -18.6% |
| All | -8.6% | +47.3% | -55.9% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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