+22.5%
P vs TECK
+74.0%
-51.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.8% | -3.1% |
| 7D | +5.0% | +4.9% | +0.1% | +3.1% |
| 30D | -0.9% | +5.2% | -6.1% | -3.2% |
| 3M | +38.7% | +13.8% | +24.9% | +30.5% |
| 6M | +54.4% | +38.5% | +15.9% | +35.4% |
| YTD | +44.8% | +47.3% | -2.5% | +27.4% |
| 1Y | +22.5% | +81.0% | -58.5% | +4.9% |
| All | +22.5% | +74.0% | -51.4% | +4.9% |
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 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