+102.5%
PSX vs TECK
+65.6%
+36.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.3% | +5.4% | -1.2% |
| 7D | +1.5% | -4.2% | +5.8% | +1.3% |
| 30D | +15.8% | -0.4% | +16.2% | +15.9% |
| 3M | +43.0% | +10.1% | +32.9% | +43.8% |
| 6M | +61.1% | +26.0% | +35.1% | +61.4% |
| YTD | +104.5% | +38.0% | +66.5% | +100.5% |
| 1Y | +102.5% | +63.8% | +38.7% | +96.4% |
| All | +102.5% | +65.6% | +36.9% | +96.4% |
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