+129.5%
TECK vs BEN
+29.7%
+99.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.2% | -2.7% | -3.3% |
| 7D | +2.1% | +11.3% | -9.2% | -3.5% |
| 30D | -8.9% | +15.0% | -23.9% | -15.2% |
| 3M | -7.1% | +7.8% | -14.9% | -10.6% |
| 6M | -7.0% | +15.5% | -22.5% | -13.6% |
| YTD | +28.3% | +55.4% | -27.0% | +1.9% |
| 1Y | +40.6% | +63.3% | -22.7% | +8.9% |
| 3Y | +78.2% | +83.4% | -5.2% | +24.3% |
| 5Y | +129.5% | +28.1% | +101.5% | +84.9% |
| All | +129.5% | +29.7% | +99.8% | +84.9% |
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