+1,881.2%
TECK vs BEN
+545.2%
+1,336.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.1% | -2.0% |
| 7D | -0.4% | +6.8% | -7.2% | -5.1% |
| 30D | -7.1% | +18.0% | -25.1% | -17.6% |
| 3M | -5.5% | +7.5% | -12.9% | -10.3% |
| 6M | -9.7% | +14.7% | -24.4% | -18.5% |
| YTD | +26.3% | +56.1% | -29.8% | -10.1% |
| 1Y | +44.4% | +69.6% | -25.2% | -3.2% |
| 3Y | +70.1% | +87.7% | -17.6% | -0.6% |
| 5Y | +125.8% | +28.6% | +97.1% | +67.0% |
| 10Y | +200.6% | +59.8% | +140.8% | +66.7% |
| All | +1,881.2% | +545.2% | +1,336.0% | +759.6% |
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