+134.6%
TECK vs RGEN
-35.5%
+170.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.8% |
| 7D | -0.4% | -3.3% | +2.8% | +0.4% |
| 30D | -7.1% | -5.8% | -1.3% | -5.8% |
| 3M | -5.5% | +0.2% | -5.6% | -5.8% |
| 6M | -9.7% | +56.8% | -66.5% | -19.1% |
| YTD | +26.3% | +2.4% | +23.9% | +23.8% |
| 1Y | +44.4% | +11.4% | +32.9% | +38.9% |
| 3Y | +70.1% | +15.2% | +54.9% | +57.3% |
| All | +134.6% | -35.5% | +170.0% | +107.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling