+2,981.5%
MUU vs TECK
+108.8%
+2,872.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.4% | +11.2% | +10.9% |
| 7D | +17.4% | -0.3% | +17.7% | +17.9% |
| 30D | +24.0% | +4.6% | +19.3% | +13.1% |
| 3M | -23.9% | +2.8% | -26.7% | -21.8% |
| 6M | +284.4% | +24.9% | +259.5% | +231.8% |
| YTD | +583.7% | +44.7% | +539.0% | +405.1% |
| 1Y | +2,981.5% | +112.0% | +2,869.5% | +1,679.8% |
| All | +2,981.5% | +108.8% | +2,872.7% | +1,679.8% |
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