+128.5%
WFC vs TEL
+50.4%
+78.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.0% |
| 7D | +0.4% | +1.2% | -0.8% | -0.2% |
| 30D | +2.5% | -4.1% | +6.6% | +4.3% |
| 3M | +10.0% | -2.6% | +12.6% | +10.4% |
| 6M | +15.1% | 0.0% | +15.0% | +12.7% |
| YTD | -2.2% | -9.1% | +6.9% | -0.1% |
| 1Y | +13.5% | -0.8% | +14.3% | +9.4% |
| 3Y | +135.2% | +67.4% | +67.9% | +62.5% |
| All | +128.5% | +50.4% | +78.0% | +65.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling