+3,354.9%
EQT vs RIO
+5,778.8%
-2,423.9%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.2% | +4.8% | +2.0% |
| 7D | -1.2% | -3.4% | +2.2% | -0.1% |
| 30D | +1.1% | +0.6% | +0.5% | +0.7% |
| 3M | +4.8% | +2.5% | +2.3% | +3.4% |
| 6M | -10.6% | +10.8% | -21.4% | -14.6% |
| YTD | +3.4% | +30.5% | -27.0% | -6.9% |
| 1Y | +8.7% | +68.1% | -59.5% | -10.3% |
| 3Y | +35.0% | +94.0% | -59.1% | +4.8% |
| 5Y | +204.2% | +92.0% | +112.2% | +136.0% |
| 10Y | +52.5% | +589.0% | -536.5% | -23.1% |
| All | +3,354.9% | +5,778.8% | -2,423.9% | +1,145.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling