+11,518.3%
LIN vs RIO
+3,792.7%
+7,725.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.1% |
| 7D | +3.6% | -0.1% | +3.7% | +3.6% |
| 30D | +6.4% | -13.3% | +19.7% | +11.2% |
| 3M | +6.5% | -16.3% | +22.8% | +12.3% |
| 6M | +4.9% | -15.4% | +20.3% | +9.7% |
| YTD | +23.4% | +9.2% | +14.3% | +18.2% |
| 1Y | +26.3% | +26.5% | -0.2% | +15.3% |
| 3Y | +38.0% | +49.9% | -11.9% | +17.3% |
| 5Y | +68.0% | +93.9% | -25.9% | +28.3% |
| 10Y | +437.1% | +422.3% | +14.8% | +188.6% |
| All | +11,518.3% | +3,792.7% | +7,725.6% | +2,748.6% |
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 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