+196.9%
TECK vs GEN
+152.9%
+44.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.4% | -4.0% | -2.2% |
| 7D | -0.4% | +2.0% | -2.5% | -0.9% |
| 30D | -7.1% | +27.7% | -34.8% | -12.6% |
| 3M | -5.5% | +3.3% | -8.7% | -7.0% |
| 6M | -9.7% | +31.8% | -41.5% | -16.8% |
| YTD | +26.3% | +13.5% | +12.7% | +19.9% |
| 1Y | +44.4% | +16.0% | +28.3% | +36.3% |
| 3Y | +70.1% | +70.6% | -0.5% | +45.6% |
| 5Y | +125.8% | +32.1% | +93.7% | +100.3% |
| All | +196.9% | +152.9% | +44.0% | +78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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