+201.8%
TECK vs RACE
+717.8%
-516.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.5% | -1.4% | -2.6% |
| 7D | +2.1% | -4.0% | +6.1% | +4.3% |
| 30D | -8.9% | +3.5% | -12.4% | -10.4% |
| 3M | -7.1% | -0.4% | -6.7% | -7.0% |
| 6M | -7.0% | +23.2% | -30.1% | -17.0% |
| YTD | +28.3% | +11.0% | +17.4% | +20.3% |
| 1Y | +40.6% | -2.2% | +42.8% | +40.4% |
| 3Y | +78.2% | +22.5% | +55.6% | +45.5% |
| 5Y | +129.5% | +63.2% | +66.4% | +53.6% |
| All | +201.8% | +717.8% | -516.0% | -15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling