+2.5%
WFC vs TEL
-8.6%
+11.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.2% |
| 7D | +4.5% | -0.5% | +5.0% | +4.6% |
| 30D | +7.4% | +0.6% | +6.8% | +7.1% |
| 3M | -0.5% | +2.0% | -2.5% | -1.2% |
| 6M | +11.7% | +8.1% | +3.6% | +8.9% |
| YTD | -4.6% | -2.2% | -2.5% | -5.9% |
| 1Y | +2.5% | -8.6% | +11.1% | +2.9% |
| All | +2.5% | -8.6% | +11.1% | +2.9% |
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