+1,418.0%
QLD vs TECK
+221.5%
+1,196.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +7.0% | -0.2% | +4.0% |
| 7D | -1.4% | +3.1% | -4.5% | -2.4% |
| 30D | -19.6% | -5.0% | -14.6% | -17.7% |
| 3M | -14.1% | -2.6% | -11.6% | -13.3% |
| 6M | -13.6% | 0.0% | -13.6% | -13.8% |
| YTD | +12.5% | +35.6% | -23.1% | -1.3% |
| 1Y | +13.1% | +58.1% | -44.9% | -6.6% |
| 3Y | +154.7% | +93.3% | +61.4% | +90.5% |
| 5Y | +81.1% | +153.7% | -72.6% | +16.4% |
| 10Y | +1,418.0% | +226.7% | +1,191.3% | +619.7% |
| All | +1,418.0% | +221.5% | +1,196.4% | +619.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling