+2,068.3%
ADI vs TECK
+2,171.4%
-103.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | +0.4% | -0.3% | +0.8% | +0.5% |
| 30D | -3.8% | +4.6% | -8.4% | -4.7% |
| 3M | -15.3% | +2.8% | -18.1% | -15.8% |
| 6M | +6.7% | +24.9% | -18.2% | +1.7% |
| YTD | +34.8% | +44.7% | -10.0% | +24.2% |
| 1Y | +49.0% | +112.0% | -63.0% | +26.8% |
| 3Y | +108.1% | +67.6% | +40.5% | +83.2% |
| 5Y | +142.4% | +200.3% | -57.9% | +85.2% |
| 10Y | +589.9% | +358.2% | +231.7% | +347.4% |
| All | +2,068.3% | +2,171.4% | -103.1% | +1,164.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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