+12,486.5%
WDC vs TECK
+1,881.2%
+10,605.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.6% | -3.4% | -4.5% |
| 7D | +12.1% | -0.4% | +12.5% | +12.4% |
| 30D | -18.8% | -7.1% | -11.7% | -16.8% |
| 3M | -39.3% | -5.5% | -33.8% | -38.3% |
| 6M | -40.1% | -9.7% | -30.4% | -38.0% |
| YTD | +71.8% | +26.3% | +45.6% | +62.6% |
| 1Y | +88.5% | +44.4% | +44.1% | +71.8% |
| 3Y | +770.0% | +70.1% | +699.9% | +647.4% |
| 5Y | +549.0% | +125.8% | +423.3% | +394.4% |
| 10Y | +650.3% | +200.6% | +449.7% | +376.4% |
| All | +12,486.5% | +1,881.2% | +10,605.3% | +4,631.5% |
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