+14.5%
FIX vs TECK
+52.7%
-38.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +7.0% | +2.4% | +5.2% |
| 7D | -7.2% | +3.1% | -10.3% | -9.0% |
| 30D | -35.1% | -5.0% | -30.1% | -33.2% |
| 3M | -34.3% | -2.6% | -31.7% | -33.8% |
| 6M | -42.9% | 0.0% | -42.9% | -44.1% |
| YTD | +19.5% | +35.6% | -16.2% | -1.9% |
| All | +14.5% | +52.7% | -38.2% | -13.7% |
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