+58.1%
INTC vs RIO
+51.7%
+6.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.2% |
| 7D | +6.0% | -0.9% | +6.9% | +6.8% |
| 30D | -39.2% | -9.1% | -30.1% | -34.6% |
| 3M | -42.9% | -13.7% | -29.3% | -36.6% |
| 6M | -50.4% | -24.3% | -26.1% | -39.8% |
| YTD | +61.7% | +8.9% | +52.8% | +53.9% |
| 1Y | +66.1% | +22.7% | +43.5% | +45.3% |
| 3Y | +58.1% | +51.2% | +7.0% | +20.6% |
| All | +58.1% | +51.7% | +6.5% | +20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling