+1,646.5%
QLD vs TECK
+373.9%
+1,272.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.2% | -4.3% | -1.8% |
| 7D | +3.0% | +7.8% | -4.8% | -0.1% |
| 30D | -1.8% | +8.3% | -10.1% | -5.1% |
| 3M | -1.8% | +16.1% | -17.9% | -7.7% |
| 6M | +36.9% | +42.9% | -6.0% | +18.6% |
| YTD | +28.7% | +50.8% | -22.1% | +8.3% |
| 1Y | +41.9% | +106.1% | -64.2% | +5.2% |
| 3Y | +184.2% | +84.0% | +100.2% | +115.1% |
| 5Y | +122.1% | +223.5% | -101.4% | +30.3% |
| 10Y | +1,646.5% | +378.1% | +1,268.4% | +668.0% |
| All | +1,646.5% | +373.9% | +1,272.6% | +668.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling