+218.0%
TECK vs SUI
+120.9%
+97.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.6% |
| 7D | -1.2% | -2.4% | +1.2% | -0.4% |
| 30D | -5.7% | +3.3% | -9.1% | -7.1% |
| 3M | -3.6% | +0.7% | -4.3% | -4.2% |
| 6M | -2.2% | -4.1% | +1.9% | -1.6% |
| YTD | +33.6% | -1.8% | +35.4% | +33.1% |
| 1Y | +49.0% | -4.1% | +53.0% | +49.8% |
| 3Y | +85.4% | +17.4% | +68.0% | +69.8% |
| 5Y | +138.5% | -27.0% | +165.5% | +155.4% |
| 10Y | +218.0% | +121.2% | +96.8% | +211.3% |
| All | +218.0% | +120.9% | +97.1% | +211.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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