+4,770.1%
DELL vs TECK
+403.3%
+4,366.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.2% | -2.3% | +0.7% |
| 7D | +25.6% | +7.8% | +17.9% | +23.0% |
| 30D | +17.7% | +8.3% | +9.4% | +14.9% |
| 3M | +33.4% | +16.1% | +17.4% | +27.8% |
| 6M | +266.2% | +42.9% | +223.4% | +231.0% |
| YTD | +328.0% | +50.8% | +277.2% | +277.9% |
| 1Y | +339.6% | +106.1% | +233.5% | +253.4% |
| 3Y | +694.6% | +84.0% | +610.6% | +549.4% |
| 5Y | +1,122.0% | +223.5% | +898.5% | +733.4% |
| 10Y | +4,062.5% | +378.1% | +3,684.4% | +2,130.6% |
| All | +4,770.1% | +403.3% | +4,366.8% | +2,501.9% |
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 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