+2,171.4%
TECK vs GEN
+960.2%
+1,211.2%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +1.2% |
| 7D | -0.3% | -1.2% | +0.8% | +0.1% |
| 30D | +4.6% | +10.1% | -5.5% | +0.7% |
| 3M | +2.8% | +16.1% | -13.2% | -3.5% |
| 6M | +24.9% | +38.9% | -14.0% | +8.5% |
| YTD | +44.7% | +14.4% | +30.3% | +34.5% |
| 1Y | +112.0% | +5.9% | +106.1% | +102.5% |
| 3Y | +67.6% | +58.8% | +8.8% | +34.7% |
| 5Y | +200.3% | +24.7% | +175.7% | +156.0% |
| 10Y | +358.2% | +163.1% | +195.1% | +154.8% |
| All | +2,171.4% | +960.2% | +1,211.2% | +866.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling