+6.8%
NOW vs TECK
+200.8%
-194.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -3.0% |
| 7D | -2.4% | -0.3% | -2.0% | -2.3% |
| 30D | +20.5% | +4.6% | +15.9% | +19.6% |
| 3M | +18.3% | +2.8% | +15.5% | +17.3% |
| 6M | +24.1% | +24.9% | -0.8% | +17.5% |
| YTD | -7.8% | +44.7% | -52.5% | -16.2% |
| 1Y | -21.4% | +112.0% | -133.4% | -34.8% |
| 3Y | +19.5% | +67.6% | -48.1% | +1.2% |
| All | +6.8% | +200.8% | -194.0% | -19.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling