+84.0%
TECK vs A
+29.5%
+54.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.7% | +6.8% | +5.3% |
| 7D | +7.8% | -2.1% | +9.8% | +8.7% |
| 30D | +8.3% | +0.6% | +7.7% | +7.8% |
| 3M | +16.1% | +10.9% | +5.2% | +10.3% |
| 6M | +42.9% | +28.2% | +14.7% | +25.5% |
| YTD | +50.8% | +8.6% | +42.2% | +43.8% |
| 1Y | +106.1% | +15.5% | +90.5% | +89.1% |
| 3Y | +84.0% | +31.8% | +52.2% | +58.8% |
| All | +84.0% | +29.5% | +54.5% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 3y: compounded portfolio wealth divided by compounded A 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…
3y analysis · Full analysis span regression · 6 months rolling