+114.8%
ALL vs TECK
+207.5%
-92.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.2% | -6.5% | -2.6% |
| 7D | -1.7% | +7.8% | -9.5% | -2.2% |
| 30D | -4.7% | +8.3% | -13.0% | -5.2% |
| 3M | +18.4% | +16.1% | +2.3% | +17.0% |
| 6M | +20.5% | +42.9% | -22.3% | +16.5% |
| YTD | +23.5% | +50.8% | -27.2% | +18.2% |
| 1Y | +29.0% | +106.1% | -77.1% | +18.9% |
| 3Y | +153.7% | +84.0% | +69.7% | +130.5% |
| 5Y | +114.8% | +223.5% | -108.7% | +80.1% |
| All | +114.8% | +207.5% | -92.7% | +80.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling