+13.8%
MSCI vs TECK
+42.2%
-28.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.9% | +2.4% | -1.7% |
| 7D | -0.7% | +2.1% | -2.8% | -0.6% |
| 30D | +16.2% | -8.9% | +25.1% | +15.6% |
| 3M | +16.1% | -7.1% | +23.2% | +15.8% |
| 6M | +12.9% | -7.0% | +19.9% | +14.0% |
| YTD | +14.8% | +28.3% | -13.5% | +13.1% |
| 1Y | +13.8% | +40.6% | -26.8% | +10.4% |
| All | +13.8% | +42.2% | -28.4% | +10.4% |
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