+196.1%
TECK vs S
-48.3%
+244.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +1.1% |
| 7D | -1.2% | +1.2% | -2.5% | -1.3% |
| 30D | -5.7% | -7.3% | +1.6% | -5.0% |
| 3M | -3.6% | +5.9% | -9.5% | -4.8% |
| 6M | -2.2% | +45.6% | -47.8% | -7.4% |
| YTD | +33.6% | +58.5% | -25.0% | +24.4% |
| 1Y | +49.0% | +37.6% | +11.4% | +41.0% |
| 3Y | +85.4% | +51.7% | +33.7% | +71.4% |
| 5Y | +138.5% | -67.5% | +206.0% | +140.4% |
| All | +196.1% | -48.3% | +244.4% | +196.9% |
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