+27.4%
WMT vs TEL
-8.6%
+36.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.2% | +3.5% |
| 7D | +8.8% | -0.5% | +9.2% | +8.7% |
| 30D | +22.9% | +0.6% | +22.3% | +23.0% |
| 3M | +16.1% | +2.0% | +14.1% | +15.9% |
| 6M | -0.5% | +8.1% | -8.6% | -0.4% |
| YTD | +16.7% | -2.2% | +18.8% | +16.1% |
| 1Y | +27.4% | -8.6% | +36.0% | +24.4% |
| All | +27.4% | -8.6% | +36.0% | +24.4% |
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