-48.1%
DOCS vs TECK
+43.4%
-91.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.0% |
| 7D | -0.8% | -0.2% | -0.5% | -0.7% |
| 30D | +17.4% | -7.5% | +24.9% | +17.3% |
| 3M | +57.4% | -8.4% | +65.8% | +57.0% |
| 6M | +26.5% | -2.2% | +28.8% | +26.7% |
| YTD | -26.6% | +26.8% | -53.4% | -30.3% |
| 1Y | -48.1% | +46.5% | -94.6% | -54.8% |
| All | -48.1% | +43.4% | -91.5% | -54.8% |
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