+238.0%
ONTO vs TECK
+200.8%
+37.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.4% | +5.8% | +6.0% |
| 7D | -1.0% | -0.3% | -0.7% | -0.9% |
| 30D | -2.9% | +4.6% | -7.5% | -5.1% |
| 3M | -2.5% | +2.8% | -5.3% | -3.4% |
| 6M | +28.2% | +24.9% | +3.3% | +16.4% |
| YTD | +69.8% | +44.7% | +25.0% | +44.4% |
| 1Y | +162.9% | +112.0% | +50.9% | +89.5% |
| 3Y | +95.9% | +67.6% | +28.4% | +52.4% |
| All | +238.0% | +200.8% | +37.2% | +113.6% |
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