+9.2%
HBAN vs RIO
+29.3%
-20.1%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.6% | -2.3% | +0.5% |
| 7D | +2.3% | -1.6% | +3.9% | +2.6% |
| 30D | +5.0% | -11.6% | +16.6% | +7.8% |
| 3M | -7.6% | -12.7% | +5.1% | -5.2% |
| 6M | +1.3% | -12.4% | +13.7% | +2.8% |
| YTD | -4.7% | +11.0% | -15.7% | -14.7% |
| 1Y | +9.2% | +30.8% | -21.6% | -13.9% |
| All | +9.2% | +29.3% | -20.1% | -13.9% |
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