+92.4%
ROIV vs TECK
+59.3%
+33.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.3% | +1.8% | +5.0% |
| 7D | +3.0% | +2.3% | +0.8% | +2.4% |
| 30D | +6.8% | -5.0% | +11.9% | +8.2% |
| 3M | +10.5% | -0.3% | +10.8% | +10.7% |
| 6M | +34.8% | +13.9% | +20.9% | +29.2% |
| YTD | +76.2% | +35.2% | +41.0% | +65.8% |
| 1Y | +92.4% | +57.5% | +34.9% | +74.3% |
| All | +92.4% | +59.3% | +33.1% | +74.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling