+2,171.4%
TECK vs SUI
+1,115.8%
+1,055.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | -0.3% | -2.8% | +2.5% | +1.3% |
| 30D | +4.6% | -1.2% | +5.8% | +5.2% |
| 3M | +2.8% | -1.7% | +4.6% | +2.9% |
| 6M | +24.9% | -10.5% | +35.4% | +32.0% |
| YTD | +44.7% | -1.8% | +46.6% | +44.4% |
| 1Y | +112.0% | -4.1% | +116.1% | +113.5% |
| 3Y | +67.6% | +11.3% | +56.3% | +49.5% |
| 5Y | +200.3% | -32.1% | +232.5% | +249.7% |
| 10Y | +358.2% | +110.4% | +247.8% | +129.6% |
| All | +2,171.4% | +1,115.8% | +1,055.6% | +173.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling