+196.9%
TECK vs BEN
+58.7%
+138.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.1% | -1.9% |
| 7D | -0.4% | +6.8% | -7.2% | -4.1% |
| 30D | -7.1% | +18.0% | -25.1% | -15.5% |
| 3M | -5.5% | +7.5% | -12.9% | -9.2% |
| 6M | -9.7% | +14.7% | -24.4% | -16.6% |
| YTD | +26.3% | +56.1% | -29.8% | -3.0% |
| 1Y | +44.4% | +69.6% | -25.2% | +5.8% |
| 3Y | +70.1% | +87.7% | -17.6% | +12.4% |
| 5Y | +125.8% | +28.6% | +97.1% | +81.7% |
| All | +196.9% | +58.7% | +138.2% | +98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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