+2,262.3%
TRV vs TECK
+2,212.2%
+50.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +0.6% |
| 7D | +0.2% | +4.9% | -4.7% | -0.5% |
| 30D | -2.3% | +5.2% | -7.5% | -3.1% |
| 3M | +22.7% | +13.8% | +8.9% | +19.8% |
| 6M | +21.9% | +38.5% | -16.5% | +15.0% |
| YTD | +27.5% | +47.3% | -19.9% | +18.6% |
| 1Y | +36.2% | +81.0% | -44.8% | +22.5% |
| 3Y | +140.6% | +79.9% | +60.7% | +111.0% |
| 5Y | +154.5% | +207.9% | -53.3% | +99.1% |
| 10Y | +295.4% | +389.5% | -94.1% | +163.3% |
| All | +2,262.3% | +2,212.2% | +50.1% | +984.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling