+1,881.2%
TECK vs RGEN
+7,561.6%
-5,680.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.8% |
| 7D | -0.4% | -3.3% | +2.8% | +0.1% |
| 30D | -7.1% | -5.8% | -1.3% | -6.2% |
| 3M | -5.5% | +0.2% | -5.6% | -5.7% |
| 6M | -9.7% | +56.8% | -66.5% | -16.7% |
| YTD | +26.3% | +2.4% | +23.9% | +24.5% |
| 1Y | +44.4% | +11.4% | +32.9% | +40.3% |
| 3Y | +70.1% | +15.2% | +54.9% | +60.6% |
| 5Y | +125.8% | -35.1% | +160.9% | +123.8% |
| 10Y | +200.6% | +419.6% | -219.0% | +107.3% |
| All | +1,881.2% | +7,561.6% | -5,680.4% | +609.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling