+22,073.5%
HD vs RIO
+5,009.8%
+17,063.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.2% | -0.3% | +2.2% |
| 7D | +3.6% | +4.4% | -0.8% | +2.6% |
| 30D | +21.6% | -8.9% | +30.4% | +24.1% |
| 3M | +0.1% | -12.7% | +12.8% | +3.1% |
| 6M | +13.0% | -16.2% | +29.2% | +17.1% |
| YTD | +4.9% | +13.4% | -8.5% | +1.1% |
| 1Y | -2.1% | +30.9% | -33.0% | -8.8% |
| 3Y | +32.6% | +60.2% | -27.6% | +16.8% |
| 5Y | +8.2% | +98.9% | -90.7% | -11.3% |
| 10Y | +257.9% | +381.4% | -123.5% | +134.4% |
| All | +22,073.5% | +5,009.8% | +17,063.7% | +7,042.3% |
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