+2,785.5%
MSCI vs TECK
+92.7%
+2,692.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.4% | +2.2% |
| 7D | +2.7% | +1.7% | +1.0% | +2.2% |
| 30D | +16.2% | -7.6% | +23.9% | +17.9% |
| 3M | +17.1% | -5.9% | +23.0% | +17.8% |
| 6M | +13.0% | -2.8% | +15.9% | +11.9% |
| YTD | +15.8% | +31.8% | -16.1% | +6.0% |
| 1Y | +15.5% | +49.1% | -33.6% | +2.8% |
| 3Y | +32.3% | +83.0% | -50.7% | +8.9% |
| 5Y | +8.2% | +150.6% | -142.4% | -20.3% |
| 10Y | +800.7% | +219.0% | +581.7% | +450.5% |
| All | +2,785.5% | +92.7% | +2,692.8% | +1,284.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling