+1,136.9%
TECK vs RACE
+647.6%
+489.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +1.5% |
| 7D | -0.3% | -2.5% | +2.2% | +1.1% |
| 30D | +4.6% | +0.8% | +3.8% | +4.0% |
| 3M | +2.8% | +17.2% | -14.3% | -6.7% |
| 6M | +24.9% | +13.6% | +11.3% | +15.3% |
| YTD | +44.7% | +12.2% | +32.5% | +33.5% |
| 1Y | +112.0% | -16.3% | +128.2% | +127.3% |
| 3Y | +67.6% | +36.4% | +31.1% | +23.8% |
| 5Y | +200.3% | +95.0% | +105.4% | +66.9% |
| 10Y | +358.2% | +813.2% | -455.0% | -35.9% |
| All | +1,136.9% | +647.6% | +489.2% | +38.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling