+223.5%
TECK vs PTC
+1.8%
+221.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -5.5% | +9.7% | +5.6% |
| 7D | +7.8% | -12.8% | +20.5% | +11.5% |
| 30D | +8.3% | -9.8% | +18.1% | +10.9% |
| 3M | +16.1% | -2.1% | +18.1% | +15.3% |
| 6M | +42.9% | -18.1% | +61.0% | +49.8% |
| YTD | +50.8% | -23.5% | +74.3% | +61.3% |
| 1Y | +106.1% | -37.4% | +143.4% | +137.0% |
| 3Y | +84.0% | -7.2% | +91.3% | +75.6% |
| 5Y | +223.5% | +2.7% | +220.8% | +197.6% |
| All | +223.5% | +1.8% | +221.6% | +197.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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