+198.0%
TECK vs RGEN
-44.1%
+242.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -1.8% |
| 7D | +4.9% | -4.6% | +9.4% | +5.9% |
| 30D | +5.2% | +1.2% | +4.0% | +4.9% |
| 3M | +13.8% | +26.8% | -13.0% | +7.4% |
| 6M | +38.5% | +29.1% | +9.4% | +29.3% |
| YTD | +47.3% | +0.7% | +46.6% | +45.3% |
| 1Y | +81.0% | +39.1% | +41.9% | +65.7% |
| 3Y | +79.9% | +2.2% | +77.6% | +70.2% |
| All | +198.0% | -44.1% | +242.1% | +172.9% |
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