+60.3%
TECK vs GEN
+5.1%
+55.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.1% | +0.7% |
| 7D | -3.8% | -1.3% | -2.6% | -3.8% |
| 30D | +0.7% | +6.1% | -5.4% | +0.2% |
| 3M | +4.6% | +27.0% | -22.3% | +1.8% |
| 6M | +25.1% | +43.9% | -18.7% | +19.1% |
| YTD | +39.2% | +13.0% | +26.2% | +40.0% |
| 1Y | +60.3% | +4.0% | +56.3% | +71.5% |
| All | +60.3% | +5.1% | +55.2% | +71.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling