+223.5%
TECK vs ARWR
+29.5%
+193.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.4% | +5.6% | +4.4% |
| 7D | +7.8% | +2.9% | +4.9% | +7.2% |
| 30D | +8.3% | -2.9% | +11.2% | +8.8% |
| 3M | +16.1% | +15.2% | +0.8% | +12.9% |
| 6M | +42.9% | +42.3% | +0.6% | +33.8% |
| YTD | +50.8% | +28.2% | +22.6% | +43.2% |
| 1Y | +106.1% | +213.2% | -107.2% | +68.3% |
| 3Y | +84.0% | +184.6% | -100.6% | +40.0% |
| 5Y | +223.5% | +29.2% | +194.2% | +154.2% |
| All | +223.5% | +29.5% | +193.9% | +154.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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