+84.0%
TECK vs RACE
+39.3%
+44.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.0% | +5.1% | +4.4% |
| 7D | +7.8% | -1.0% | +8.8% | +8.1% |
| 30D | +8.3% | -1.5% | +9.8% | +8.7% |
| 3M | +16.1% | +15.5% | +0.6% | +10.9% |
| 6M | +42.9% | +17.3% | +25.6% | +35.6% |
| YTD | +50.8% | +11.1% | +39.6% | +44.7% |
| 1Y | +106.1% | -14.3% | +120.3% | +109.0% |
| 3Y | +84.0% | +40.2% | +43.9% | +41.0% |
| All | +84.0% | +39.3% | +44.8% | +41.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling