+62.9%
TECK vs AZO
+10.0%
+52.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -3.8% | -3.6% | -0.3% | -3.6% |
| 30D | +0.7% | -5.6% | +6.3% | +1.2% |
| 3M | +4.6% | -6.6% | +11.3% | +5.0% |
| 6M | +25.1% | -22.5% | +47.6% | +29.0% |
| YTD | +39.2% | -15.2% | +54.3% | +41.5% |
| 1Y | +60.3% | -33.9% | +94.3% | +70.1% |
| 3Y | +62.9% | +11.8% | +51.1% | +46.1% |
| All | +62.9% | +10.0% | +52.8% | +46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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