-3.5%
HD vs TECK
+50.8%
-54.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.1% |
| 7D | -1.2% | -1.2% | +0.1% | -1.0% |
| 30D | +20.9% | -5.7% | +26.6% | +21.7% |
| 3M | -0.2% | -3.6% | +3.4% | +0.1% |
| 6M | +14.5% | -2.2% | +16.7% | +14.2% |
| YTD | +4.3% | +33.6% | -29.2% | -5.4% |
| 1Y | -3.5% | +49.0% | -52.5% | -16.2% |
| All | -3.5% | +50.8% | -54.2% | -16.2% |
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