+417.9%
GE vs RIO
+101.7%
+316.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.8% |
| 7D | -1.2% | +1.0% | -2.2% | -1.5% |
| 30D | -11.3% | +4.0% | -15.3% | -12.4% |
| 3M | -1.4% | +4.5% | -5.9% | -3.0% |
| 6M | +1.2% | +17.3% | -16.1% | -4.0% |
| YTD | +5.9% | +36.2% | -30.2% | -4.0% |
| 1Y | +18.4% | +76.1% | -57.7% | -0.8% |
| 3Y | +271.0% | +102.5% | +168.4% | +191.1% |
| 5Y | +417.9% | +103.5% | +314.4% | +290.7% |
| All | +417.9% | +101.7% | +316.3% | +290.7% |
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