+378.1%
TECK vs ALLE
+148.2%
+229.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.8% | +4.5% |
| 7D | +7.8% | +2.8% | +5.0% | +6.0% |
| 30D | +8.3% | -7.6% | +15.9% | +13.2% |
| 3M | +16.1% | +22.8% | -6.7% | +2.4% |
| 6M | +42.9% | +4.6% | +38.3% | +38.3% |
| YTD | +50.8% | -1.2% | +52.0% | +49.7% |
| 1Y | +106.1% | -9.1% | +115.2% | +114.0% |
| 3Y | +84.0% | +50.0% | +34.1% | +38.8% |
| 5Y | +223.5% | +15.2% | +208.2% | +179.9% |
| 10Y | +378.1% | +151.1% | +227.0% | +176.0% |
| All | +378.1% | +148.2% | +229.8% | +176.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALLE 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling