+683.8%
TEL vs ARWR
+27.3%
+656.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | +3.0% | +1.7% | +1.3% | +2.8% |
| 30D | -3.9% | -0.7% | -3.3% | -3.9% |
| 3M | -5.1% | +14.9% | -20.0% | -6.5% |
| 6M | +0.6% | +32.6% | -32.0% | -2.2% |
| YTD | -7.3% | +30.0% | -37.3% | -9.9% |
| 1Y | +1.1% | +208.4% | -207.2% | -8.9% |
| 3Y | +63.7% | +208.8% | -145.1% | +42.5% |
| 5Y | +50.7% | +27.8% | +22.8% | +37.0% |
| 10Y | +290.2% | +1,107.6% | -817.4% | +183.5% |
| All | +683.8% | +27.3% | +656.5% | +415.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling