+349.0%
TECK vs UUUU
+465.5%
-116.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.0% | +5.8% | +2.1% |
| 7D | -3.8% | -10.5% | +6.7% | -1.1% |
| 30D | +0.7% | -10.5% | +11.2% | +3.3% |
| 3M | +4.6% | -14.1% | +18.7% | +7.8% |
| 6M | +25.1% | -35.5% | +60.6% | +37.0% |
| YTD | +39.2% | -10.9% | +50.1% | +37.6% |
| 1Y | +60.3% | +3.4% | +57.0% | +46.7% |
| 3Y | +62.9% | +73.1% | -10.2% | +19.9% |
| 5Y | +181.5% | +87.1% | +94.3% | +88.1% |
| All | +349.0% | +465.5% | -116.5% | +77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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