+207.9%
TECK vs BEN
+40.0%
+167.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.7% | -1.5% |
| 7D | +4.9% | +3.4% | +1.5% | +3.2% |
| 30D | +5.2% | +1.8% | +3.4% | +4.3% |
| 3M | +13.8% | +8.4% | +5.4% | +9.3% |
| 6M | +38.5% | +35.6% | +2.9% | +19.1% |
| YTD | +47.3% | +46.4% | +1.0% | +21.7% |
| 1Y | +81.0% | +46.3% | +34.7% | +49.2% |
| 3Y | +79.9% | +54.6% | +25.2% | +39.4% |
| 5Y | +207.9% | +39.4% | +168.5% | +138.9% |
| All | +207.9% | +40.0% | +167.9% | +138.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling