+504.6%
NOW vs RIO
+392.9%
+111.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | -0.2% |
| 7D | -3.1% | +4.4% | -7.5% | -4.4% |
| 30D | -27.0% | -8.9% | -18.2% | -24.9% |
| 3M | -17.7% | -12.7% | -5.0% | -14.5% |
| 6M | +12.7% | -16.2% | +28.9% | +17.9% |
| YTD | -32.9% | +13.4% | -46.3% | -37.2% |
| 1Y | -40.4% | +30.9% | -71.3% | -46.9% |
| 3Y | -17.1% | +60.2% | -77.3% | -32.3% |
| 5Y | -25.7% | +98.9% | -124.6% | -45.2% |
| 10Y | +504.6% | +381.4% | +123.2% | +225.7% |
| All | +504.6% | +392.9% | +111.7% | +225.7% |
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 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