+22.8%
MDLZ vs RIO
+21.8%
+1.0%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.5% |
| 7D | +2.3% | -0.9% | +3.2% | +2.3% |
| 30D | +7.9% | -9.1% | +17.0% | +7.7% |
| 3M | +7.3% | -13.7% | +20.9% | +7.0% |
| 6M | +11.7% | -24.3% | +36.0% | +12.3% |
| YTD | +28.7% | +8.9% | +19.9% | +28.7% |
| 1Y | +22.8% | +22.7% | +0.1% | +20.1% |
| All | +22.8% | +21.8% | +1.0% | +20.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling