+1,227.8%
BE vs TECK
+213.6%
+1,014.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.3% | -0.6% | -1.6% |
| 7D | +23.9% | +4.9% | +19.1% | +21.0% |
| 30D | +27.8% | +5.2% | +22.7% | +24.4% |
| 3M | +3.7% | +13.8% | -10.1% | -2.3% |
| 6M | +78.0% | +38.5% | +39.5% | +51.7% |
| YTD | +209.9% | +47.3% | +162.6% | +158.4% |
| 1Y | +389.6% | +81.0% | +308.6% | +274.3% |
| 3Y | +1,730.6% | +79.9% | +1,650.7% | +1,239.9% |
| 5Y | +1,227.8% | +207.9% | +1,019.9% | +663.1% |
| All | +1,227.8% | +213.6% | +1,014.2% | +663.1% |
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