+2,171.4%
TECK vs BEN
+515.8%
+1,655.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.5% | -3.1% | -2.2% |
| 7D | -0.3% | +0.2% | -0.6% | -0.6% |
| 30D | +4.6% | -0.5% | +5.2% | +4.9% |
| 3M | +2.8% | +9.7% | -6.9% | -4.0% |
| 6M | +24.9% | +33.9% | -9.0% | +0.1% |
| YTD | +44.7% | +49.0% | -4.2% | +6.6% |
| 1Y | +112.0% | +42.1% | +69.9% | +60.5% |
| 3Y | +67.6% | +51.9% | +15.7% | +14.6% |
| 5Y | +200.3% | +39.0% | +161.3% | +104.7% |
| 10Y | +358.2% | +57.9% | +300.4% | +151.4% |
| All | +2,171.4% | +515.8% | +1,655.6% | +919.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling