+134.6%
TECK vs RACE
+64.4%
+70.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -3.0% | -2.2% |
| 7D | -0.4% | -1.2% | +0.8% | 0.0% |
| 30D | -7.1% | +6.1% | -13.3% | -9.0% |
| 3M | -5.5% | -0.3% | -5.2% | -5.4% |
| 6M | -9.7% | +23.4% | -33.1% | -16.8% |
| YTD | +26.3% | +12.5% | +13.7% | +19.9% |
| 1Y | +44.4% | -0.5% | +44.8% | +42.9% |
| 3Y | +70.1% | +23.6% | +46.5% | +44.9% |
| All | +134.6% | +64.4% | +70.2% | +63.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling