+389.5%
TECK vs BUD
-24.2%
+413.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -1.0% |
| 7D | +4.9% | -1.3% | +6.2% | +5.6% |
| 30D | +5.2% | -6.1% | +11.3% | +8.8% |
| 3M | +13.8% | -3.8% | +17.5% | +15.4% |
| 6M | +38.5% | +8.2% | +30.3% | +31.2% |
| YTD | +47.3% | +23.6% | +23.8% | +29.1% |
| 1Y | +81.0% | +33.4% | +47.6% | +51.3% |
| 3Y | +79.9% | +45.3% | +34.5% | +38.9% |
| 5Y | +207.9% | +44.3% | +163.6% | +131.4% |
| 10Y | +389.5% | -22.8% | +412.2% | +303.8% |
| All | +389.5% | -24.2% | +413.7% | +303.8% |
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