+199.8%
TER vs TECK
+108.8%
+91.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.4% | +5.0% | +5.1% |
| 7D | +0.6% | -0.3% | +0.9% | +0.9% |
| 30D | -8.3% | +4.6% | -12.9% | -12.2% |
| 3M | -12.2% | +2.8% | -15.1% | -14.7% |
| 6M | +17.0% | +24.9% | -7.9% | -1.1% |
| YTD | +84.6% | +44.7% | +39.9% | +49.3% |
| 1Y | +199.8% | +112.0% | +87.8% | +161.0% |
| All | +199.8% | +108.8% | +91.0% | +161.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 1y: compounded portfolio wealth divided by compounded TECK 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…
1y analysis · Full analysis span regression · 6 months rolling