+1,995.8%
TECK vs HDB
+4,700.2%
-2,704.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.2% | +1.2% |
| 7D | -1.2% | +6.9% | -8.2% | -4.8% |
| 30D | -5.7% | +15.2% | -21.0% | -13.0% |
| 3M | -3.6% | +11.7% | -15.3% | -9.9% |
| 6M | -2.2% | +7.5% | -9.7% | -7.4% |
| YTD | +33.6% | -28.8% | +62.3% | +57.5% |
| 1Y | +49.0% | -29.1% | +78.1% | +75.6% |
| 3Y | +85.4% | -7.0% | +92.4% | +81.4% |
| 5Y | +138.5% | -22.1% | +160.6% | +148.7% |
| 10Y | +218.0% | +64.9% | +153.1% | +96.5% |
| All | +1,995.8% | +4,700.2% | -2,704.5% | +303.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling