+800.7%
MSCI vs TECK
+211.9%
+588.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.4% | +2.1% |
| 7D | +2.7% | +1.7% | +1.0% | +2.3% |
| 30D | +16.2% | -7.6% | +23.9% | +17.7% |
| 3M | +17.1% | -5.9% | +23.0% | +17.8% |
| 6M | +13.0% | -2.8% | +15.9% | +12.1% |
| YTD | +15.8% | +31.8% | -16.1% | +6.8% |
| 1Y | +15.5% | +49.1% | -33.6% | +3.7% |
| 3Y | +32.3% | +83.0% | -50.7% | +10.0% |
| 5Y | +8.2% | +150.6% | -142.4% | -19.2% |
| 10Y | +800.7% | +219.0% | +581.7% | +422.6% |
| All | +800.7% | +211.9% | +588.7% | +422.6% |
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 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