+155.0%
HPE vs TECK
+66.9%
+88.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.8% | +11.6% | +12.1% |
| 7D | +19.4% | -3.8% | +23.3% | +21.4% |
| 30D | +5.6% | +0.7% | +4.9% | +5.4% |
| 3M | +33.1% | +4.6% | +28.5% | +29.9% |
| 6M | +192.5% | +25.1% | +167.3% | +173.2% |
| YTD | +160.9% | +39.2% | +121.7% | +134.8% |
| 1Y | +155.0% | +60.3% | +94.6% | +120.3% |
| All | +155.0% | +66.9% | +88.0% | +120.3% |
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