-83.6%
OPEN vs TECK
+207.5%
-291.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.2% | -6.7% | -4.5% |
| 7D | +1.0% | +7.8% | -6.8% | -2.7% |
| 30D | -11.9% | +8.3% | -20.2% | -15.3% |
| 3M | -28.8% | +16.1% | -44.8% | -34.4% |
| 6M | -38.6% | +42.9% | -81.5% | -49.2% |
| YTD | -47.3% | +50.8% | -98.1% | -57.8% |
| 1Y | -49.2% | +106.1% | -155.2% | -64.8% |
| 3Y | -18.8% | +84.0% | -102.8% | -42.6% |
| 5Y | -83.6% | +223.5% | -307.1% | -89.9% |
| All | -83.6% | +207.5% | -291.1% | -89.9% |
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