+1,972.6%
NOW vs TECK
+149.2%
+1,823.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.5% |
| 7D | -3.0% | -0.2% | -2.7% | -3.0% |
| 30D | -26.0% | -7.5% | -18.5% | -25.3% |
| 3M | -13.1% | -8.4% | -4.7% | -12.3% |
| 6M | +14.5% | -2.2% | +16.7% | +13.5% |
| YTD | -33.4% | +26.8% | -60.3% | -37.4% |
| 1Y | -40.6% | +46.5% | -87.2% | -45.6% |
| 3Y | -16.3% | +69.0% | -85.3% | -26.3% |
| 5Y | -26.3% | +138.8% | -165.1% | -39.9% |
| 10Y | +512.7% | +224.3% | +288.4% | +336.4% |
| All | +1,972.6% | +149.2% | +1,823.4% | +1,512.7% |
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