+2,423.9%
MUU vs RIO
+67.1%
+2,356.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.2% | -5.1% | -1.1% |
| 7D | +3.6% | -3.4% | +6.9% | +11.1% |
| 30D | +22.3% | +0.6% | +21.7% | +19.9% |
| 3M | -8.2% | +2.5% | -10.7% | -10.2% |
| 6M | +256.3% | +10.8% | +245.6% | +232.1% |
| YTD | +534.4% | +30.5% | +503.9% | +337.7% |
| 1Y | +2,163.5% | +68.1% | +2,095.4% | +897.2% |
| All | +2,423.9% | +67.1% | +2,356.8% | +974.3% |
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