+60.3%
TECK vs HRB
-6.2%
+66.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.9% |
| 7D | -3.8% | -8.0% | +4.2% | -5.3% |
| 30D | +0.7% | -16.0% | +16.7% | -2.4% |
| 3M | +4.6% | +26.9% | -22.3% | +10.5% |
| 6M | +25.1% | +51.1% | -26.0% | +35.9% |
| YTD | +39.2% | +7.1% | +32.1% | +44.4% |
| 1Y | +60.3% | -9.6% | +69.9% | +56.2% |
| All | +60.3% | -6.2% | +66.5% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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