+143.3%
DELL vs TECK
+59.3%
+84.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.3% | -13.1% | -10.6% |
| 7D | -24.6% | +2.3% | -26.8% | -25.4% |
| 30D | -32.5% | -5.0% | -27.5% | -31.1% |
| 3M | -20.2% | -0.3% | -19.9% | -20.2% |
| 6M | +76.5% | +13.9% | +62.6% | +70.2% |
| YTD | +198.9% | +35.2% | +163.7% | +170.3% |
| 1Y | +143.3% | +57.5% | +85.8% | +106.9% |
| All | +143.3% | +59.3% | +84.0% | +106.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling