+201.8%
TECK vs SUI
+120.9%
+80.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -3.6% |
| 7D | +2.1% | -3.8% | +6.0% | +3.5% |
| 30D | -8.9% | +3.9% | -12.9% | -10.4% |
| 3M | -7.1% | +0.2% | -7.3% | -7.5% |
| 6M | -7.0% | -4.2% | -2.8% | -6.4% |
| YTD | +28.3% | -2.5% | +30.9% | +28.3% |
| 1Y | +40.6% | -4.0% | +44.6% | +41.3% |
| 3Y | +78.2% | +16.5% | +61.6% | +63.6% |
| 5Y | +129.5% | -27.2% | +156.7% | +146.1% |
| All | +201.8% | +120.9% | +80.9% | +196.2% |
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