+221.3%
ROIV vs TECK
+104.7%
+116.6%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +4.2% | +14.6% | +17.8% |
| 7D | +20.2% | +7.8% | +12.4% | +18.3% |
| 30D | +14.1% | +8.3% | +5.9% | +12.3% |
| 3M | +45.6% | +16.1% | +29.5% | +40.4% |
| 6M | +44.1% | +42.9% | +1.3% | +32.5% |
| YTD | +91.2% | +50.8% | +40.4% | +77.0% |
| 1Y | +221.3% | +106.1% | +115.2% | +186.2% |
| All | +221.3% | +104.7% | +116.6% | +186.2% |
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