+349.9%
WELL vs TEL
+301.8%
+48.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -2.2% | -2.3% | 0.0% | -1.3% |
| 30D | +4.7% | -6.1% | +10.7% | +7.3% |
| 3M | +11.9% | +1.7% | +10.2% | +10.1% |
| 6M | +14.3% | +1.6% | +12.7% | +11.1% |
| YTD | +28.4% | -9.1% | +37.4% | +30.1% |
| 1Y | +42.3% | -1.7% | +44.0% | +37.5% |
| 3Y | +202.6% | +67.3% | +135.2% | +112.0% |
| 5Y | +206.5% | +52.1% | +154.4% | +120.0% |
| All | +349.9% | +301.8% | +48.2% | +92.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling