-0.8%
IOT vs TECK
+66.9%
-67.7%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.1% |
| 7D | -4.5% | -3.8% | -0.7% | -4.8% |
| 30D | -2.4% | +0.7% | -3.2% | -2.2% |
| 3M | +19.0% | +4.6% | +14.4% | +20.8% |
| 6M | +19.6% | +25.1% | -5.5% | +21.8% |
| YTD | +8.3% | +39.2% | -30.9% | +7.4% |
| 1Y | -0.8% | +60.3% | -61.1% | -4.3% |
| All | -0.8% | +66.9% | -67.7% | -4.3% |
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