+375.4%
TECK vs HDB
+34.4%
+341.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -1.5% |
| 7D | +4.9% | -4.9% | +9.7% | +7.0% |
| 30D | +5.2% | -5.8% | +11.0% | +7.7% |
| 3M | +13.8% | -5.2% | +19.0% | +15.6% |
| 6M | +38.5% | -25.7% | +64.2% | +55.7% |
| YTD | +47.3% | -39.6% | +86.9% | +80.1% |
| 1Y | +81.0% | -36.9% | +117.9% | +116.2% |
| 3Y | +79.9% | -29.7% | +109.6% | +100.4% |
| 5Y | +207.9% | -37.8% | +245.6% | +255.1% |
| All | +375.4% | +34.4% | +341.0% | +222.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling