+20,368.6%
PWR vs TECK
+1,881.2%
+18,487.3%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.2% |
| 7D | +11.3% | -0.4% | +11.7% | +11.5% |
| 30D | -8.9% | -7.1% | -1.7% | -6.9% |
| 3M | -10.5% | -5.5% | -5.0% | -9.2% |
| 6M | -22.2% | -9.7% | -12.5% | -20.2% |
| YTD | +42.7% | +26.3% | +16.5% | +32.4% |
| 1Y | +41.1% | +44.4% | -3.3% | +25.9% |
| 3Y | +242.7% | +70.1% | +172.7% | +184.0% |
| 5Y | +418.5% | +125.8% | +292.7% | +277.3% |
| 10Y | +1,855.0% | +200.6% | +1,654.4% | +1,048.9% |
| All | +20,368.6% | +1,881.2% | +18,487.3% | +8,804.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling