+207.9%
TECK vs BBWI
-68.8%
+276.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.3% | +4.0% | -1.0% |
| 7D | +4.9% | -4.4% | +9.3% | +5.7% |
| 30D | +5.2% | -7.4% | +12.6% | +6.3% |
| 3M | +13.8% | -2.2% | +16.0% | +13.1% |
| 6M | +38.5% | -16.3% | +54.8% | +41.1% |
| YTD | +47.3% | -9.1% | +56.5% | +46.4% |
| 1Y | +81.0% | -34.5% | +115.5% | +91.2% |
| 3Y | +79.9% | -47.0% | +126.8% | +92.6% |
| 5Y | +207.9% | -68.8% | +276.7% | +244.7% |
| All | +207.9% | -68.8% | +276.7% | +244.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling