+9.7%
URI vs TECK
+74.0%
-64.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.6% | +1.8% |
| 7D | +5.0% | +4.9% | +0.1% | +4.0% |
| 30D | -9.4% | +5.2% | -14.6% | -10.4% |
| 3M | -5.8% | +13.8% | -19.6% | -8.7% |
| 6M | +25.8% | +38.5% | -12.7% | +17.5% |
| YTD | +27.9% | +47.3% | -19.5% | +15.7% |
| 1Y | +9.7% | +81.0% | -71.3% | -2.8% |
| All | +9.7% | +74.0% | -64.2% | -2.8% |
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