+3,878.8%
WDC vs TEL
+708.6%
+3,170.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +3.9% | +3.5% |
| 7D | +6.0% | -1.4% | +7.4% | +6.9% |
| 30D | +9.9% | -4.9% | +14.8% | +13.9% |
| 3M | -9.4% | +0.1% | -9.5% | -9.4% |
| 6M | +94.7% | +0.4% | +94.3% | +93.6% |
| YTD | +177.3% | -8.9% | +186.2% | +196.2% |
| 1Y | +412.4% | -0.3% | +412.7% | +414.8% |
| 3Y | +1,359.3% | +67.6% | +1,291.7% | +890.9% |
| 5Y | +992.2% | +50.7% | +941.5% | +708.6% |
| 10Y | +1,245.1% | +288.6% | +956.4% | +436.7% |
| All | +3,878.8% | +708.6% | +3,170.2% | +889.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling