+138.8%
TECK vs BBWI
-67.3%
+206.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.2% |
| 7D | -1.2% | -7.7% | +6.5% | +0.3% |
| 30D | -5.7% | +24.8% | -30.5% | -9.7% |
| 3M | -3.6% | +16.2% | -19.8% | -7.0% |
| 6M | -2.2% | +15.8% | -18.0% | -6.3% |
| YTD | +33.6% | +11.4% | +22.1% | +27.3% |
| 1Y | +49.0% | +3.2% | +45.8% | +43.0% |
| 3Y | +85.4% | -23.5% | +108.9% | +85.2% |
| All | +138.8% | -67.3% | +206.1% | +160.8% |
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