+1,322.9%
WELL vs TEL
+759.2%
+563.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.7% |
| 7D | +0.1% | +5.6% | -5.4% | -2.2% |
| 30D | +6.8% | +0.9% | +5.9% | +5.8% |
| 3M | +6.7% | +2.1% | +4.6% | +4.8% |
| 6M | +13.8% | +2.7% | +11.1% | +10.4% |
| YTD | +33.8% | -3.2% | +37.1% | +31.1% |
| 1Y | +29.6% | -10.6% | +40.2% | +30.8% |
| 3Y | +203.1% | +79.8% | +123.3% | +113.9% |
| 5Y | +223.8% | +43.3% | +180.6% | +149.3% |
| 10Y | +462.8% | +287.5% | +175.3% | +163.8% |
| All | +1,322.9% | +759.2% | +563.7% | +267.5% |
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 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