+99.6%
PSX vs TECK
+108.8%
-9.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.2% |
| 7D | +4.5% | -0.3% | +4.9% | +4.5% |
| 30D | +26.6% | +4.6% | +22.0% | +26.9% |
| 3M | +39.3% | +2.8% | +36.4% | +39.9% |
| 6M | +56.8% | +24.9% | +31.9% | +57.9% |
| YTD | +101.8% | +44.7% | +57.1% | +98.4% |
| 1Y | +99.6% | +112.0% | -12.4% | +91.7% |
| All | +99.6% | +108.8% | -9.2% | +91.7% |
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