+67.6%
HAL vs TECK
+76.8%
-9.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +1.0% |
| 7D | -1.3% | +4.9% | -6.2% | -1.5% |
| 30D | +10.9% | +5.2% | +5.7% | +10.6% |
| 3M | -5.8% | +13.8% | -19.6% | -6.4% |
| 6M | +8.1% | +38.5% | -30.4% | +5.0% |
| YTD | +33.2% | +47.3% | -14.1% | +28.6% |
| All | +67.6% | +76.8% | -9.2% | +61.4% |
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