+6,493.4%
URI vs TECK
+2,171.4%
+4,322.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | -2.0% | -0.3% | -1.6% | -1.9% |
| 30D | -12.9% | +4.6% | -17.6% | -14.4% |
| 3M | -6.7% | +2.8% | -9.6% | -8.3% |
| 6M | +19.0% | +24.9% | -5.9% | +8.3% |
| YTD | +25.5% | +44.7% | -19.2% | +7.2% |
| 1Y | +5.5% | +112.0% | -106.4% | -22.2% |
| 3Y | +111.3% | +67.6% | +43.7% | +64.0% |
| 5Y | +198.6% | +200.3% | -1.8% | +77.4% |
| 10Y | +1,179.9% | +358.2% | +821.7% | +487.4% |
| All | +6,493.4% | +2,171.4% | +4,322.0% | +1,774.4% |
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