+3,644.4%
FIX vs TECK
+211.9%
+3,432.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.2% | +0.2% |
| 7D | -13.9% | +1.7% | -15.6% | -14.4% |
| 30D | -35.5% | -7.6% | -27.9% | -33.9% |
| 3M | -33.9% | -5.9% | -28.1% | -32.8% |
| 6M | -43.3% | -2.8% | -40.5% | -42.9% |
| YTD | +18.7% | +31.8% | -13.2% | +9.2% |
| 1Y | +13.8% | +49.1% | -35.4% | +1.1% |
| 3Y | +495.0% | +83.0% | +411.9% | +390.0% |
| 5Y | +1,049.0% | +150.6% | +898.4% | +717.4% |
| 10Y | +3,644.4% | +219.0% | +3,425.5% | +1,940.5% |
| All | +3,644.4% | +211.9% | +3,432.5% | +1,940.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling