+188.6%
TECK vs TRU
-35.6%
+224.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.5% |
| 7D | -3.8% | -2.7% | -1.1% | -3.1% |
| 30D | +0.7% | -2.0% | +2.8% | +1.2% |
| 3M | +4.6% | +18.4% | -13.8% | -2.2% |
| 6M | +25.1% | +8.9% | +16.3% | +19.6% |
| YTD | +39.2% | -8.9% | +48.1% | +39.8% |
| 1Y | +60.3% | -15.9% | +76.2% | +65.0% |
| 3Y | +62.9% | -1.1% | +64.0% | +52.8% |
| All | +188.6% | -35.6% | +224.1% | +198.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling