+349.0%
TECK vs TRU
+147.2%
+201.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.4% |
| 7D | -3.8% | -2.7% | -1.1% | -2.8% |
| 30D | +0.7% | -2.0% | +2.8% | +1.3% |
| 3M | +4.6% | +18.4% | -13.8% | -4.4% |
| 6M | +25.1% | +8.9% | +16.3% | +17.7% |
| YTD | +39.2% | -8.9% | +48.1% | +39.2% |
| 1Y | +60.3% | -15.9% | +76.2% | +65.1% |
| 3Y | +62.9% | -1.1% | +64.0% | +47.9% |
| 5Y | +181.5% | -35.2% | +216.7% | +210.1% |
| All | +349.0% | +147.2% | +201.9% | +198.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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