+488.5%
NDAQ vs RIO
+354.4%
+134.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | +1.3% | -0.9% | +2.2% | +1.5% |
| 30D | +18.0% | -9.1% | +27.0% | +20.7% |
| 3M | +11.5% | -13.7% | +25.2% | +15.4% |
| 6M | +21.1% | -24.3% | +45.4% | +29.2% |
| YTD | +12.8% | +8.9% | +3.9% | +8.4% |
| 1Y | +25.7% | +22.7% | +3.0% | +16.9% |
| 3Y | +116.8% | +51.2% | +65.6% | +87.6% |
| 5Y | +67.3% | +88.1% | -20.9% | +31.9% |
| All | +488.5% | +354.4% | +134.0% | +261.0% |
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