+84.0%
TECK vs Z
-37.5%
+121.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -6.4% | +10.6% | +5.3% |
| 7D | +7.8% | -3.3% | +11.0% | +8.3% |
| 30D | +8.3% | -3.7% | +12.0% | +8.7% |
| 3M | +16.1% | -7.0% | +23.1% | +16.8% |
| 6M | +42.9% | -29.5% | +72.4% | +51.7% |
| YTD | +50.8% | -52.6% | +103.3% | +73.2% |
| 1Y | +106.1% | -64.0% | +170.1% | +151.8% |
| 3Y | +84.0% | -36.4% | +120.5% | +118.1% |
| All | +84.0% | -37.5% | +121.5% | +118.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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