+1,968.8%
TECK vs GEN
+938.1%
+1,030.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.7% | -3.5% | -3.1% |
| 7D | +1.7% | +1.0% | +0.7% | +1.3% |
| 30D | -7.6% | +29.1% | -36.7% | -16.4% |
| 3M | -5.9% | +2.9% | -8.8% | -8.5% |
| 6M | -2.8% | +33.6% | -36.5% | -15.1% |
| YTD | +31.8% | +12.0% | +19.8% | +21.6% |
| 1Y | +49.1% | +16.2% | +32.9% | +35.6% |
| 3Y | +83.0% | +65.1% | +17.9% | +43.4% |
| 5Y | +150.6% | +33.3% | +117.3% | +105.0% |
| 10Y | +219.0% | +149.7% | +69.3% | +78.7% |
| All | +1,968.8% | +938.1% | +1,030.7% | +773.5% |
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 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