+916.1%
WDC vs TEL
+56.5%
+859.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.6% | -6.6% | -6.3% |
| 7D | -4.3% | +1.6% | -5.9% | -5.9% |
| 30D | -1.5% | -0.7% | -0.8% | -1.2% |
| 3M | -15.5% | +2.4% | -17.9% | -17.6% |
| 6M | +66.5% | +4.1% | +62.3% | +58.0% |
| YTD | +159.9% | -5.8% | +165.7% | +169.2% |
| 1Y | +366.0% | +0.9% | +365.1% | +356.2% |
| 3Y | +1,285.8% | +72.6% | +1,213.2% | +711.6% |
| All | +916.1% | +56.5% | +859.6% | +525.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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