+730.1%
NVT vs TECK
+191.7%
+538.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.3% | -0.2% | -1.6% |
| 7D | +7.0% | +4.9% | +2.1% | +5.2% |
| 30D | -2.3% | +5.2% | -7.5% | -4.3% |
| 3M | -3.1% | +13.8% | -16.9% | -7.9% |
| 6M | +47.0% | +38.5% | +8.5% | +29.5% |
| YTD | +56.2% | +47.3% | +8.9% | +33.9% |
| 1Y | +74.5% | +81.0% | -6.5% | +38.2% |
| 3Y | +184.0% | +79.9% | +104.2% | +117.7% |
| 5Y | +410.8% | +207.9% | +202.9% | +193.0% |
| All | +730.1% | +191.7% | +538.4% | +256.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling