+55.8%
WEC vs TECK
+131.7%
-75.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.9% | +3.9% | +0.1% |
| 7D | -0.7% | +2.1% | -2.8% | -0.8% |
| 30D | +11.0% | -8.9% | +19.9% | +11.2% |
| 3M | +8.6% | -7.1% | +15.7% | +8.7% |
| 6M | +6.2% | -7.0% | +13.2% | +6.2% |
| YTD | +14.3% | +28.3% | -14.1% | +12.9% |
| 1Y | +8.4% | +40.6% | -32.2% | +6.7% |
| 3Y | +62.9% | +78.2% | -15.3% | +56.9% |
| 5Y | +55.8% | +129.5% | -73.7% | +52.1% |
| All | +55.8% | +131.7% | -75.9% | +52.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling