-71.4%
OPEN vs TECK
+59.3%
-130.7%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +4.3% | +9.5% | +11.3% |
| 7D | +3.7% | +2.3% | +1.4% | +2.5% |
| 30D | -14.3% | -5.0% | -9.3% | -11.7% |
| 3M | -51.9% | -0.3% | -51.6% | -51.9% |
| 6M | -61.4% | +13.9% | -75.3% | -64.5% |
| YTD | -66.0% | +35.2% | -101.2% | -75.4% |
| 1Y | -71.4% | +57.5% | -128.9% | -84.3% |
| All | -71.4% | +59.3% | -130.7% | -84.3% |
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