+179.9%
INTC vs RIO
+95.3%
+84.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | +18.0% | +1.0% | +17.0% | +17.3% |
| 30D | +8.9% | +4.0% | +4.9% | +5.7% |
| 3M | -1.6% | +4.5% | -6.1% | -4.9% |
| 6M | +133.1% | +17.3% | +115.7% | +110.1% |
| YTD | +187.9% | +36.2% | +151.7% | +135.0% |
| 1Y | +334.7% | +76.1% | +258.5% | +199.1% |
| All | +179.9% | +95.3% | +84.6% | +77.3% |
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 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