-35.9%
HOOD vs RIO
+21.8%
-57.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.0% |
| 7D | -3.8% | -0.9% | -2.8% | -3.1% |
| 30D | -23.0% | -9.1% | -13.9% | -17.8% |
| 3M | -21.6% | -13.7% | -8.0% | -12.7% |
| 6M | +1.4% | -24.3% | +25.8% | +22.4% |
| YTD | -31.2% | +8.9% | -40.0% | -38.9% |
| 1Y | -35.9% | +22.7% | -58.6% | -53.8% |
| All | -35.9% | +21.8% | -57.7% | -53.8% |
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