-47.3%
DOCS vs TECK
+59.3%
-106.6%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.3% | +2.1% | +6.4% |
| 7D | +1.2% | +2.3% | -1.0% | +1.2% |
| 30D | +21.3% | -5.0% | +26.3% | +21.0% |
| 3M | +58.4% | -0.3% | +58.7% | +58.0% |
| 6M | +39.3% | +13.9% | +25.4% | +39.4% |
| YTD | -21.7% | +35.2% | -56.9% | -25.7% |
| 1Y | -47.3% | +57.5% | -104.9% | -54.4% |
| All | -47.3% | +59.3% | -106.6% | -54.4% |
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 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