+65.9%
LIN vs RIO
+96.6%
-30.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.8% |
| 7D | +2.0% | +3.6% | -1.6% | +1.1% |
| 30D | +7.9% | -10.8% | +18.7% | +10.8% |
| 3M | +6.3% | -15.2% | +21.5% | +10.5% |
| 6M | +6.5% | -18.0% | +24.5% | +11.2% |
| YTD | +23.6% | +11.0% | +12.6% | +18.3% |
| 1Y | +25.7% | +26.4% | -0.6% | +15.9% |
| 3Y | +35.6% | +54.4% | -18.8% | +15.8% |
| 5Y | +65.9% | +98.1% | -32.2% | +29.4% |
| All | +65.9% | +96.6% | -30.7% | +29.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling