+5,993.3%
FIX vs TECK
+373.9%
+5,619.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.2% | -1.8% | +1.1% |
| 7D | +6.1% | +7.8% | -1.7% | +3.7% |
| 30D | -2.7% | +8.3% | -10.9% | -5.1% |
| 3M | -10.9% | +16.1% | -27.0% | -14.8% |
| 6M | +29.0% | +42.9% | -13.9% | +16.2% |
| YTD | +76.9% | +50.8% | +26.1% | +56.8% |
| 1Y | +130.7% | +106.1% | +24.7% | +87.1% |
| 3Y | +790.7% | +84.0% | +706.6% | +629.8% |
| 5Y | +2,185.6% | +223.5% | +1,962.1% | +1,416.6% |
| 10Y | +5,993.3% | +378.1% | +5,615.2% | +3,094.5% |
| All | +5,993.3% | +373.9% | +5,619.4% | +3,094.5% |
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