+50.7%
TEL vs ARWR
+29.5%
+21.1%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.3% | -1.5% |
| 7D | -1.4% | +2.9% | -4.3% | -1.9% |
| 30D | -4.9% | -2.9% | -2.0% | -4.5% |
| 3M | +0.1% | +15.2% | -15.1% | -2.7% |
| 6M | +0.4% | +42.3% | -41.9% | -5.9% |
| YTD | -8.9% | +28.2% | -37.1% | -13.4% |
| 1Y | -0.3% | +213.2% | -213.6% | -18.4% |
| 3Y | +67.6% | +184.6% | -117.0% | +28.7% |
| 5Y | +50.7% | +29.2% | +21.4% | +21.0% |
| All | +50.7% | +29.5% | +21.1% | +21.0% |
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