+1,788.6%
INTU vs TECK
+1,995.8%
-207.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.5% |
| 7D | -3.9% | -1.2% | -2.7% | -3.9% |
| 30D | +12.0% | -5.7% | +17.7% | +12.6% |
| 3M | +2.3% | -3.6% | +5.9% | +2.3% |
| 6M | -12.1% | -2.2% | -9.9% | -12.9% |
| YTD | -47.5% | +33.6% | -81.1% | -50.9% |
| 1Y | -46.9% | +49.0% | -95.9% | -51.2% |
| 3Y | -33.5% | +85.4% | -118.9% | -41.8% |
| 5Y | -41.2% | +138.5% | -179.7% | -51.5% |
| 10Y | +233.5% | +218.0% | +15.5% | +142.8% |
| All | +1,788.6% | +1,995.8% | -207.2% | +1,010.0% |
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