+545.1%
WMB vs TEL
+753.4%
-208.3%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.1% |
| 7D | +7.8% | +4.5% | +3.3% | +5.1% |
| 30D | -5.1% | +2.9% | -8.0% | -6.9% |
| 3M | -4.7% | +1.1% | -5.9% | -6.1% |
| 6M | -7.4% | +5.0% | -12.4% | -12.0% |
| YTD | +17.5% | -3.9% | +21.3% | +14.1% |
| 1Y | +19.5% | -7.4% | +26.9% | +17.9% |
| 3Y | +121.3% | +81.0% | +40.3% | +38.2% |
| 5Y | +200.5% | +42.3% | +158.2% | +109.7% |
| 10Y | +281.9% | +284.8% | -3.0% | +29.0% |
| All | +545.1% | +753.4% | -208.3% | +0.3% |
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