+61.6%
TECK vs TRU
-2.2%
+63.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.1% | -6.2% | -6.3% |
| 7D | -4.2% | -9.4% | +5.1% | -1.4% |
| 30D | -0.4% | -4.1% | +3.7% | +0.7% |
| 3M | +10.1% | +13.6% | -3.4% | +4.1% |
| 6M | +26.0% | +3.6% | +22.4% | +22.3% |
| YTD | +38.0% | -9.8% | +47.9% | +39.4% |
| 1Y | +63.8% | -13.6% | +77.4% | +67.5% |
| All | +61.6% | -2.2% | +63.8% | +75.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling