+188.6%
TECK vs BR
+8.0%
+180.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -3.8% | -3.0% | -0.9% | -3.2% |
| 30D | +0.7% | -0.3% | +1.0% | +0.8% |
| 3M | +4.6% | +17.3% | -12.7% | +0.1% |
| 6M | +25.1% | -6.7% | +31.8% | +27.6% |
| YTD | +39.2% | -23.4% | +62.6% | +51.7% |
| 1Y | +60.3% | -32.7% | +93.0% | +84.5% |
| 3Y | +62.9% | -5.9% | +68.8% | +61.4% |
| All | +188.6% | +8.0% | +180.5% | +156.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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