+378.1%
TECK vs RACE
+793.3%
-415.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.0% | +5.1% | +4.6% |
| 7D | +7.8% | -1.0% | +8.8% | +8.3% |
| 30D | +8.3% | -1.5% | +9.8% | +9.0% |
| 3M | +16.1% | +15.5% | +0.6% | +7.3% |
| 6M | +42.9% | +17.3% | +25.6% | +31.0% |
| YTD | +50.8% | +11.1% | +39.6% | +41.3% |
| 1Y | +106.1% | -14.3% | +120.3% | +116.6% |
| 3Y | +84.0% | +40.2% | +43.9% | +39.2% |
| 5Y | +223.5% | +92.6% | +130.9% | +95.7% |
| 10Y | +378.1% | +786.6% | -408.5% | +49.3% |
| All | +378.1% | +793.3% | -415.2% | +49.3% |
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