+631.0%
MSCI vs TECK
+372.8%
+258.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.8% | +1.0% |
| 7D | -1.1% | +4.9% | -6.0% | -2.0% |
| 30D | -1.2% | +5.2% | -6.4% | -2.2% |
| 3M | -8.4% | +13.8% | -22.2% | -11.2% |
| 6M | -1.0% | +38.5% | -39.5% | -8.4% |
| YTD | -2.3% | +47.3% | -49.6% | -11.2% |
| 1Y | -1.2% | +81.0% | -82.2% | -14.3% |
| 3Y | +7.9% | +79.9% | -71.9% | -9.3% |
| 5Y | -10.1% | +207.9% | -217.9% | -35.2% |
| 10Y | +631.0% | +389.5% | +241.5% | +310.7% |
| All | +631.0% | +372.8% | +258.1% | +310.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling