+129.5%
TECK vs WWD
+183.1%
-53.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.0% | -1.9% | -2.9% |
| 7D | +2.1% | +8.2% | -6.0% | -1.6% |
| 30D | -8.9% | -0.2% | -8.7% | -8.8% |
| 3M | -7.1% | -8.4% | +1.3% | -3.4% |
| 6M | -7.0% | -9.5% | +2.5% | -3.4% |
| YTD | +28.3% | +10.1% | +18.3% | +21.4% |
| 1Y | +40.6% | +21.6% | +19.0% | +26.3% |
| 3Y | +78.2% | +149.6% | -71.4% | +11.5% |
| 5Y | +129.5% | +191.3% | -61.8% | +29.6% |
| All | +129.5% | +183.1% | -53.5% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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