+228.0%
TECK vs FND
+57.9%
+170.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | -1.0% |
| 7D | -0.4% | -6.8% | +6.4% | +1.7% |
| 30D | -7.1% | +8.0% | -15.1% | -9.3% |
| 3M | -5.5% | -18.9% | +13.5% | +0.1% |
| 6M | -9.7% | +4.7% | -14.4% | -12.3% |
| YTD | +26.3% | -21.6% | +47.8% | +32.2% |
| 1Y | +44.4% | -22.0% | +66.4% | +51.2% |
| 3Y | +70.1% | -40.4% | +110.5% | +86.2% |
| 5Y | +125.8% | -63.8% | +189.6% | +171.0% |
| All | +228.0% | +57.9% | +170.1% | +177.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 all: compounded portfolio wealth divided by compounded FND 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…
all analysis · Full analysis span regression · 6 months rolling