+2,417.1%
MSCI vs TECK
+111.5%
+2,305.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | +0.4% | -0.3% | +0.7% | +0.5% |
| 30D | +0.6% | +4.6% | -4.1% | -0.5% |
| 3M | -7.1% | +2.8% | -9.9% | -8.5% |
| 6M | +0.8% | +24.9% | -24.1% | -5.5% |
| YTD | +1.0% | +44.7% | -43.8% | -8.9% |
| 1Y | +4.3% | +112.0% | -107.7% | -13.9% |
| 3Y | +9.9% | +67.6% | -57.6% | -7.5% |
| 5Y | -6.8% | +200.3% | -207.1% | -33.9% |
| 10Y | +614.7% | +358.2% | +256.4% | +303.1% |
| All | +2,417.1% | +111.5% | +2,305.6% | +1,090.7% |
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 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