+42.3%
WELL vs TEL
-1.1%
+43.4%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -2.2% | -2.3% | 0.0% | -2.2% |
| 30D | +4.7% | -6.1% | +10.7% | +4.9% |
| 3M | +11.9% | +1.7% | +10.2% | +11.6% |
| 6M | +14.3% | +1.6% | +12.7% | +14.3% |
| YTD | +28.4% | -9.1% | +37.4% | +28.7% |
| 1Y | +42.3% | -1.7% | +44.0% | +36.1% |
| All | +42.3% | -1.1% | +43.4% | +36.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling