+4,277.4%
MU vs RIO
+353.3%
+3,924.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | +0.2% |
| 7D | -15.2% | +3.6% | -18.8% | -17.0% |
| 30D | -29.5% | -10.8% | -18.7% | -24.2% |
| 3M | -15.8% | -15.2% | -0.5% | -6.8% |
| 6M | -2.9% | -18.0% | +15.1% | +11.3% |
| YTD | +154.2% | +11.0% | +143.3% | +143.4% |
| 1Y | +186.6% | +26.4% | +160.2% | +154.5% |
| 3Y | +871.5% | +54.4% | +817.1% | +669.1% |
| 5Y | +911.7% | +98.1% | +813.6% | +560.1% |
| 10Y | +4,277.4% | +358.5% | +3,918.8% | +1,788.8% |
| All | +4,277.4% | +353.3% | +3,924.0% | +1,788.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling