-1.7%
IP vs TECK
+52.7%
-54.4%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +7.0% | -4.1% | +0.9% |
| 7D | -3.0% | +3.1% | -6.1% | -3.9% |
| 30D | +10.6% | -5.0% | +15.6% | +12.0% |
| 3M | -13.6% | -2.6% | -11.0% | -13.3% |
| 6M | +10.4% | 0.0% | +10.5% | +9.2% |
| YTD | -6.5% | +35.6% | -42.1% | -18.0% |
| All | -1.7% | +52.7% | -54.4% | -18.2% |
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 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