+35,203.8%
FIX vs TECK
+1,890.1%
+33,313.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.5% | +5.2% |
| 7D | -17.5% | -0.2% | -17.2% | -17.5% |
| 30D | -41.6% | -7.5% | -34.0% | -40.5% |
| 3M | -40.6% | -8.4% | -32.2% | -39.5% |
| 6M | -49.4% | -2.2% | -47.1% | -49.2% |
| YTD | +9.2% | +26.8% | -17.6% | +3.5% |
| 1Y | +6.5% | +46.5% | -40.1% | -2.2% |
| 3Y | +448.7% | +69.0% | +379.7% | +381.4% |
| 5Y | +948.7% | +138.8% | +810.0% | +720.4% |
| 10Y | +3,659.7% | +224.3% | +3,435.4% | +2,389.7% |
| All | +35,203.8% | +1,890.1% | +33,313.7% | +19,549.2% |
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