+196.9%
TECK vs BBWI
-47.4%
+244.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -2.0% |
| 7D | -0.4% | +0.1% | -0.6% | -0.4% |
| 30D | -7.1% | +12.9% | -20.0% | -9.9% |
| 3M | -5.5% | +16.0% | -21.5% | -9.8% |
| 6M | -9.7% | +16.6% | -26.3% | -14.8% |
| YTD | +26.3% | +9.7% | +16.5% | +19.1% |
| 1Y | +44.4% | +1.5% | +42.9% | +37.2% |
| 3Y | +70.1% | -21.4% | +91.4% | +65.6% |
| 5Y | +125.8% | -67.6% | +193.3% | +163.2% |
| All | +196.9% | -47.4% | +244.4% | +111.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling