+84.0%
TECK vs HDB
-27.8%
+111.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.0% | +7.2% | +5.0% |
| 7D | +7.8% | -2.0% | +9.8% | +8.3% |
| 30D | +8.3% | -4.9% | +13.1% | +9.8% |
| 3M | +16.1% | -2.3% | +18.4% | +16.3% |
| 6M | +42.9% | -23.7% | +66.6% | +53.1% |
| YTD | +50.8% | -38.5% | +89.2% | +70.2% |
| 1Y | +106.1% | -36.5% | +142.5% | +129.6% |
| 3Y | +84.0% | -28.5% | +112.5% | +97.7% |
| All | +84.0% | -27.8% | +111.8% | +97.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling