+15.7%
GEHC vs RIO
+29.3%
-13.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.6% | +2.8% | +5.6% |
| 7D | +13.2% | -1.6% | +14.8% | +13.4% |
| 30D | +30.6% | -11.6% | +42.2% | +33.8% |
| 3M | +22.2% | -12.7% | +34.9% | +25.5% |
| 6M | +40.8% | -12.4% | +53.2% | +43.3% |
| YTD | +4.8% | +11.0% | -6.2% | -3.5% |
| 1Y | +15.7% | +30.8% | -15.1% | -7.0% |
| All | +15.7% | +29.3% | -13.6% | -7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling