+198.0%
TECK vs SSNC
+15.5%
+182.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -1.7% |
| 7D | +4.9% | -3.9% | +8.8% | +6.6% |
| 30D | +5.2% | -0.2% | +5.4% | +5.1% |
| 3M | +13.8% | +15.9% | -2.1% | +5.3% |
| 6M | +38.5% | +7.5% | +31.0% | +32.5% |
| YTD | +47.3% | -8.2% | +55.6% | +52.2% |
| 1Y | +81.0% | -9.3% | +90.3% | +87.9% |
| 3Y | +79.9% | +48.5% | +31.4% | +39.4% |
| All | +198.0% | +15.5% | +182.5% | +145.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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