+207.9%
TECK vs BWA
+89.5%
+118.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.5% |
| 7D | +4.9% | +0.1% | +4.8% | +4.7% |
| 30D | +5.2% | -5.6% | +10.7% | +8.0% |
| 3M | +13.8% | -10.7% | +24.5% | +20.2% |
| 6M | +38.5% | +23.2% | +15.3% | +24.8% |
| YTD | +47.3% | +46.0% | +1.4% | +19.9% |
| 1Y | +81.0% | +51.2% | +29.8% | +44.2% |
| 3Y | +79.9% | +69.6% | +10.3% | +30.1% |
| 5Y | +207.9% | +86.6% | +121.3% | +92.2% |
| All | +207.9% | +89.5% | +118.4% | +92.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling