+179.2%
TECK vs IBN
+52.7%
+126.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.6% | -5.7% | -6.0% |
| 7D | -4.2% | -5.5% | +1.2% | -1.7% |
| 30D | -0.4% | -3.4% | +3.1% | +1.2% |
| 3M | +10.1% | +8.7% | +1.5% | +5.8% |
| 6M | +26.0% | +3.7% | +22.3% | +23.5% |
| YTD | +38.0% | -2.4% | +40.4% | +38.8% |
| 1Y | +63.8% | -8.1% | +71.9% | +68.2% |
| 3Y | +68.5% | +26.3% | +42.2% | +45.6% |
| 5Y | +179.2% | +54.9% | +124.2% | +115.9% |
| All | +179.2% | +52.7% | +126.5% | +115.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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