+5,099.1%
ASX vs TECK
+2,171.4%
+2,927.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | -0.7% | -0.3% | -0.4% | -0.6% |
| 30D | +2.0% | +4.6% | -2.6% | +0.8% |
| 3M | -1.3% | +2.8% | -4.2% | -1.7% |
| 6M | +71.4% | +24.9% | +46.5% | +62.7% |
| YTD | +135.3% | +44.7% | +90.6% | +114.8% |
| 1Y | +267.5% | +112.0% | +155.5% | +204.5% |
| 3Y | +388.5% | +67.6% | +320.9% | +321.3% |
| 5Y | +417.1% | +200.3% | +216.7% | +276.1% |
| 10Y | +872.7% | +358.2% | +514.5% | +470.1% |
| All | +5,099.1% | +2,171.4% | +2,927.7% | +1,839.1% |
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 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