+184.6%
TECK vs S
-51.5%
+236.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -6.3% | +2.4% | -3.1% |
| 7D | +2.1% | +4.1% | -1.9% | +1.7% |
| 30D | -8.9% | -7.2% | -1.7% | -8.2% |
| 3M | -7.1% | 0.0% | -7.0% | -7.6% |
| 6M | -7.0% | +41.6% | -48.6% | -11.6% |
| YTD | +28.3% | +48.6% | -20.3% | +20.5% |
| 1Y | +40.6% | +30.0% | +10.5% | +34.0% |
| 3Y | +78.2% | +42.2% | +36.0% | +66.0% |
| 5Y | +129.5% | -70.8% | +200.3% | +133.9% |
| All | +184.6% | -51.5% | +236.1% | +187.6% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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