+52.1%
TEL vs WU
-51.6%
+103.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.2% |
| 7D | -2.3% | -5.0% | +2.7% | -0.9% |
| 30D | -6.1% | -2.3% | -3.8% | -5.6% |
| 3M | +1.7% | -3.2% | +4.9% | +1.2% |
| 6M | +1.6% | -25.0% | +26.7% | +9.2% |
| YTD | -9.1% | -21.7% | +12.6% | -4.1% |
| 1Y | -1.7% | -9.0% | +7.3% | -2.2% |
| 3Y | +67.3% | -28.9% | +96.2% | +77.6% |
| 5Y | +52.1% | -51.0% | +103.1% | +83.4% |
| All | +52.1% | -51.6% | +103.7% | +83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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