+504.3%
MUU vs TECK
+59.3%
+445.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.3% | -18.3% | -20.8% |
| 7D | -35.9% | +2.3% | -38.1% | -39.6% |
| 30D | -47.1% | -5.0% | -42.1% | -43.6% |
| 3M | -29.8% | -0.3% | -29.6% | -33.8% |
| 6M | +16.0% | +13.9% | +2.2% | +9.1% |
| YTD | +286.1% | +35.2% | +250.9% | +209.7% |
| 1Y | +504.3% | +57.5% | +446.8% | +265.5% |
| All | +504.3% | +59.3% | +445.0% | +265.5% |
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