+285.8%
TEL vs ARWR
+1,024.2%
-738.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.8% |
| 7D | +4.5% | -17.8% | +22.4% | +6.6% |
| 30D | +2.9% | -18.1% | +21.0% | +5.0% |
| 3M | +1.1% | -44.2% | +45.3% | +7.8% |
| 6M | +5.0% | -38.6% | +43.6% | +10.1% |
| YTD | -3.9% | -28.0% | +24.2% | -1.5% |
| 1Y | -7.4% | +16.1% | -23.6% | -11.0% |
| 3Y | +81.0% | +84.0% | -3.0% | +56.6% |
| 5Y | +42.3% | -35.4% | +77.7% | +33.0% |
| All | +285.8% | +1,024.2% | -738.5% | +190.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling