+18.4%
MRSH vs TECK
+59.3%
-40.9%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.3% | -1.0% | +3.9% |
| 7D | +9.4% | +2.3% | +7.1% | +9.7% |
| 30D | +23.4% | -5.0% | +28.5% | +22.8% |
| 3M | +9.9% | -0.3% | +10.2% | +10.2% |
| 6M | +26.0% | +13.9% | +12.2% | +29.3% |
| YTD | +15.2% | +35.2% | -20.0% | +18.8% |
| 1Y | +18.4% | +57.5% | -39.1% | +22.6% |
| All | +18.4% | +59.3% | -40.9% | +22.6% |
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