+16.1%
ENTG vs TECK
+180.4%
-164.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -6.3% | +2.4% | -0.9% |
| 7D | +5.1% | -4.2% | +9.4% | +7.3% |
| 30D | -8.5% | -0.4% | -8.2% | -8.7% |
| 3M | +6.7% | +10.1% | -3.4% | +1.9% |
| 6M | +17.7% | +26.0% | -8.3% | +5.9% |
| YTD | +63.5% | +38.0% | +25.4% | +40.4% |
| 1Y | +73.6% | +63.8% | +9.8% | +38.3% |
| 3Y | +44.6% | +68.5% | -24.0% | +11.3% |
| 5Y | +16.1% | +179.2% | -163.1% | -25.1% |
| All | +16.1% | +180.4% | -164.3% | -25.1% |
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