+196.9%
TECK vs BUD
-2.1%
+199.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.8% | -2.3% |
| 7D | -0.4% | +1.0% | -1.5% | -1.0% |
| 30D | -7.1% | +6.7% | -13.8% | -10.8% |
| 3M | -5.5% | +5.7% | -11.2% | -9.0% |
| 6M | -9.7% | +5.8% | -15.5% | -13.9% |
| YTD | +26.3% | +34.4% | -8.1% | +4.7% |
| 1Y | +44.4% | +33.3% | +11.1% | +20.2% |
| 3Y | +70.1% | +48.8% | +21.3% | +29.1% |
| 5Y | +125.8% | +52.5% | +73.3% | +64.3% |
| All | +196.9% | -2.1% | +199.0% | +118.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling