+58.1%
EBAY vs RIO
+90.3%
-32.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.2% | +5.7% | +2.5% |
| 7D | -0.8% | -3.4% | +2.6% | 0.0% |
| 30D | -0.6% | +0.6% | -1.2% | -0.9% |
| 3M | -1.0% | +2.5% | -3.5% | -1.9% |
| 6M | +16.3% | +10.8% | +5.5% | +12.3% |
| YTD | +21.7% | +30.5% | -8.8% | +11.8% |
| 1Y | +16.5% | +68.1% | -51.6% | -0.5% |
| 3Y | +154.2% | +94.0% | +60.1% | +106.1% |
| 5Y | +58.1% | +92.0% | -34.0% | +34.1% |
| All | +58.1% | +90.3% | -32.3% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 5y: compounded portfolio wealth divided by compounded RIO 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…
5y analysis · Full analysis span regression · 6 months rolling