-53.1%
TEAM vs TECK
+213.6%
-266.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.0% | +1.2% |
| 7D | -4.7% | +4.9% | -9.5% | -5.7% |
| 30D | +17.0% | +5.2% | +11.8% | +15.5% |
| 3M | +85.9% | +13.8% | +72.1% | +79.0% |
| 6M | +116.7% | +38.5% | +78.2% | +95.3% |
| YTD | +9.6% | +47.3% | -37.7% | -4.3% |
| 1Y | -2.5% | +81.0% | -83.5% | -20.7% |
| 3Y | -14.0% | +79.9% | -93.8% | -31.7% |
| 5Y | -53.1% | +207.9% | -260.9% | -65.0% |
| All | -53.1% | +213.6% | -266.7% | -65.0% |
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