+179.2%
TECK vs INDA
+4.5%
+174.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.2% | -5.2% | -5.1% |
| 7D | -4.2% | -3.6% | -0.6% | -0.6% |
| 30D | -0.4% | -4.0% | +3.6% | +3.8% |
| 3M | +10.1% | +1.7% | +8.4% | +8.4% |
| 6M | +26.0% | -3.6% | +29.6% | +31.3% |
| YTD | +38.0% | -11.0% | +49.0% | +55.2% |
| 1Y | +63.8% | -9.5% | +73.3% | +80.7% |
| 3Y | +68.5% | +7.6% | +60.9% | +55.1% |
| 5Y | +179.2% | +4.8% | +174.4% | +159.5% |
| All | +179.2% | +4.5% | +174.7% | +159.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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