+8,552.4%
SHOP vs TECK
+430.5%
+8,121.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.5% |
| 7D | -1.2% | -0.4% | -0.8% | -1.2% |
| 30D | -14.7% | -7.1% | -7.6% | -13.4% |
| 3M | -7.2% | -5.5% | -1.7% | -6.2% |
| 6M | +54.2% | -9.7% | +63.9% | +56.3% |
| YTD | -8.6% | +26.3% | -34.9% | -14.1% |
| 1Y | +0.5% | +44.4% | -43.9% | -8.2% |
| 3Y | +135.9% | +70.1% | +65.9% | +107.4% |
| 5Y | -11.9% | +125.8% | -137.7% | -27.3% |
| 10Y | +3,608.8% | +200.6% | +3,408.2% | +2,558.7% |
| All | +8,552.4% | +430.5% | +8,121.9% | +3,976.4% |
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