+72.9%
PBR vs TECK
+59.3%
+13.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +4.3% | -11.3% | -6.8% |
| 7D | -11.0% | +2.3% | -13.2% | -10.8% |
| 30D | -18.8% | -5.0% | -13.7% | -18.6% |
| 3M | +7.8% | -0.3% | +8.1% | +7.9% |
| 6M | -7.6% | +13.9% | -21.4% | -7.7% |
| YTD | +72.7% | +35.2% | +37.4% | +71.3% |
| 1Y | +72.9% | +57.5% | +15.4% | +71.8% |
| All | +72.9% | +59.3% | +13.7% | +71.8% |
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