+11,385.0%
LIN vs RIO
+3,819.4%
+7,565.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.4% |
| 7D | +0.2% | +2.2% | -2.1% | -0.5% |
| 30D | +6.5% | -10.1% | +16.6% | +10.0% |
| 3M | +5.5% | -14.1% | +19.6% | +10.4% |
| 6M | +3.3% | -18.9% | +22.2% | +9.6% |
| YTD | +22.0% | +9.9% | +12.1% | +16.6% |
| 1Y | +25.7% | +27.0% | -1.2% | +14.6% |
| 3Y | +36.2% | +50.1% | -13.8% | +15.8% |
| 5Y | +66.1% | +95.3% | -29.2% | +26.5% |
| 10Y | +431.0% | +425.9% | +5.1% | +184.7% |
| All | +11,385.0% | +3,819.4% | +7,565.6% | +2,709.7% |
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