+207.9%
TECK vs TECH
-42.1%
+250.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.2% |
| 7D | +4.9% | -0.1% | +4.9% | +4.9% |
| 30D | +5.2% | +0.3% | +4.9% | +5.1% |
| 3M | +13.8% | +32.9% | -19.1% | +4.5% |
| 6M | +38.5% | +32.1% | +6.4% | +25.0% |
| YTD | +47.3% | +23.4% | +24.0% | +35.5% |
| 1Y | +81.0% | +34.1% | +46.9% | +60.6% |
| 3Y | +79.9% | +2.2% | +77.7% | +69.2% |
| 5Y | +207.9% | -41.8% | +249.7% | +234.4% |
| All | +207.9% | -42.1% | +250.0% | +234.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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