+345.4%
TECK vs RGEN
+414.1%
-68.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.2% | -6.1% | -6.3% |
| 7D | -4.2% | -2.9% | -1.3% | -3.7% |
| 30D | -0.4% | -0.1% | -0.3% | -0.4% |
| 3M | +10.1% | +25.9% | -15.8% | +4.4% |
| 6M | +26.0% | +35.2% | -9.2% | +17.0% |
| YTD | +38.0% | +0.5% | +37.5% | +36.3% |
| 1Y | +63.8% | +37.0% | +26.8% | +51.1% |
| 3Y | +68.5% | +2.0% | +66.5% | +59.6% |
| 5Y | +179.2% | -44.2% | +223.4% | +180.4% |
| All | +345.4% | +414.1% | -68.8% | +188.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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