+18.3%
NOW vs RIO
+92.9%
-74.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -3.0% |
| 7D | -2.4% | 0.0% | -2.4% | -2.4% |
| 30D | +20.5% | +4.0% | +16.5% | +19.7% |
| 3M | +18.3% | +0.1% | +18.2% | +18.7% |
| 6M | +24.1% | +12.7% | +11.3% | +20.8% |
| YTD | -7.8% | +35.6% | -43.3% | -15.2% |
| 1Y | -21.4% | +73.7% | -95.1% | -33.1% |
| All | +18.3% | +92.9% | -74.6% | -6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling