+179.2%
TECK vs MTB
+101.1%
+78.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.4% | -6.7% | -6.5% |
| 7D | -4.2% | -0.4% | -3.8% | -4.1% |
| 30D | -0.4% | -4.6% | +4.2% | +1.8% |
| 3M | +10.1% | +7.4% | +2.7% | +5.9% |
| 6M | +26.0% | +18.7% | +7.3% | +15.6% |
| YTD | +38.0% | +21.1% | +17.0% | +25.3% |
| 1Y | +63.8% | +24.1% | +39.7% | +46.6% |
| 3Y | +68.5% | +115.3% | -46.8% | +14.6% |
| 5Y | +179.2% | +106.0% | +73.2% | +90.1% |
| All | +179.2% | +101.1% | +78.1% | +90.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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