+4,286.9%
RMD vs TECK
+2,171.4%
+2,115.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.4% |
| 7D | -5.0% | -0.3% | -4.6% | -4.9% |
| 30D | +2.2% | +4.6% | -2.4% | +1.6% |
| 3M | +17.8% | +2.8% | +15.0% | +16.9% |
| 6M | -11.3% | +24.9% | -36.2% | -14.6% |
| YTD | -4.4% | +44.7% | -49.2% | -10.0% |
| 1Y | -15.7% | +112.0% | -127.7% | -24.9% |
| 3Y | +47.7% | +67.6% | -19.8% | +33.5% |
| 5Y | -19.2% | +200.3% | -219.6% | -34.0% |
| 10Y | +280.4% | +358.2% | -77.8% | +171.1% |
| All | +4,286.9% | +2,171.4% | +2,115.5% | +2,493.2% |
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