+3,347.3%
QQQ vs TECK
+2,265.7%
+1,081.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.2% | -0.8% |
| 7D | +1.5% | +7.8% | -6.2% | +0.3% |
| 30D | -0.6% | +8.3% | -8.9% | -2.0% |
| 3M | +0.4% | +16.1% | -15.6% | -2.3% |
| 6M | +20.1% | +42.9% | -22.8% | +12.6% |
| YTD | +17.2% | +50.8% | -33.5% | +8.6% |
| 1Y | +24.7% | +106.1% | -81.4% | +9.4% |
| 3Y | +96.2% | +84.0% | +12.1% | +72.4% |
| 5Y | +94.4% | +223.5% | -129.1% | +51.8% |
| 10Y | +556.7% | +378.1% | +178.6% | +340.7% |
| All | +3,347.3% | +2,265.7% | +1,081.5% | +1,800.7% |
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 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