+31.7%
SNPS vs TECK
+130.0%
-98.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.2% |
| 7D | +1.1% | -0.4% | +1.5% | +1.1% |
| 30D | -5.2% | -7.1% | +2.0% | -3.6% |
| 3M | +10.6% | -5.5% | +16.0% | +11.7% |
| 6M | -10.6% | -9.7% | -0.9% | -9.3% |
| YTD | -3.1% | +26.3% | -29.3% | -9.7% |
| 1Y | +15.6% | +44.4% | -28.8% | +4.3% |
| 3Y | -12.9% | +70.1% | -83.0% | -25.9% |
| All | +31.7% | +130.0% | -98.3% | +3.0% |
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