+70.8%
PAAS vs TECK
+134.3%
-63.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.5% | +1.0% |
| 7D | +8.4% | -0.2% | +8.6% | +8.5% |
| 30D | -7.2% | -7.5% | +0.4% | -3.2% |
| 3M | -14.0% | -8.4% | -5.6% | -9.8% |
| 6M | -26.8% | -2.2% | -24.5% | -25.8% |
| YTD | -19.8% | +26.8% | -46.6% | -28.1% |
| 1Y | +22.8% | +46.5% | -23.7% | +2.9% |
| 3Y | +183.6% | +69.0% | +114.6% | +121.8% |
| All | +70.8% | +134.3% | -63.5% | +10.1% |
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