+63.8%
TECK vs BWA
+54.1%
+9.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.7% | -7.0% | -6.6% |
| 7D | -4.2% | -0.1% | -4.2% | -4.3% |
| 30D | -0.4% | -5.5% | +5.1% | +2.3% |
| 3M | +10.1% | -7.6% | +17.8% | +14.1% |
| 6M | +26.0% | +25.0% | +1.0% | +14.4% |
| YTD | +38.0% | +47.0% | -8.9% | +14.0% |
| 1Y | +63.8% | +54.0% | +9.8% | +33.6% |
| All | +63.8% | +54.1% | +9.7% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1y: compounded portfolio wealth divided by compounded BWA 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…
1y analysis · Full analysis span regression · 6 months rolling