+207.9%
TECK vs GEN
+20.0%
+187.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | +4.9% | -2.9% | +7.8% | +5.7% |
| 30D | +5.2% | +2.1% | +3.1% | +4.4% |
| 3M | +13.8% | +19.7% | -5.9% | +7.6% |
| 6M | +38.5% | +33.3% | +5.2% | +26.1% |
| YTD | +47.3% | +11.1% | +36.2% | +41.6% |
| 1Y | +81.0% | +3.0% | +78.0% | +78.0% |
| 3Y | +79.9% | +57.9% | +22.0% | +55.5% |
| 5Y | +207.9% | +20.6% | +187.3% | +180.8% |
| All | +207.9% | +20.0% | +187.9% | +180.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling