+84.0%
TECK vs ESI
+82.9%
+1.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.6% | +3.9% |
| 7D | +7.8% | +5.4% | +2.4% | +4.7% |
| 30D | +8.3% | -4.2% | +12.5% | +10.4% |
| 3M | +16.1% | -9.6% | +25.7% | +20.9% |
| 6M | +42.9% | +18.3% | +24.5% | +26.3% |
| YTD | +50.8% | +45.8% | +4.9% | +16.9% |
| 1Y | +106.1% | +39.2% | +66.9% | +62.8% |
| 3Y | +84.0% | +86.3% | -2.2% | +22.3% |
| All | +84.0% | +82.9% | +1.1% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 3y: compounded portfolio wealth divided by compounded ESI 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…
3y analysis · Full analysis span regression · 6 months rolling