+588.9%
RVMD vs TECK
+180.1%
+408.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | -3.0% | -3.8% | +0.9% | -2.1% |
| 30D | -0.7% | +0.7% | -1.5% | -1.1% |
| 3M | +36.5% | +4.6% | +31.9% | +34.3% |
| 6M | +104.6% | +25.1% | +79.5% | +90.9% |
| YTD | +155.8% | +39.2% | +116.7% | +129.1% |
| 1Y | +340.7% | +60.3% | +280.4% | +277.0% |
| 3Y | +519.9% | +62.9% | +457.0% | +406.2% |
| All | +588.9% | +180.1% | +408.7% | +390.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling