-16.3%
NOW vs RIO
+49.3%
-65.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.5% |
| 7D | -3.0% | +2.2% | -5.2% | -3.3% |
| 30D | -26.0% | -10.1% | -15.9% | -25.1% |
| 3M | -13.1% | -14.1% | +1.0% | -11.7% |
| 6M | +14.5% | -18.9% | +33.4% | +17.5% |
| YTD | -33.4% | +9.9% | -43.3% | -36.9% |
| 1Y | -40.6% | +27.0% | -67.6% | -46.1% |
| 3Y | -16.3% | +50.1% | -66.4% | -29.4% |
| All | -16.3% | +49.3% | -65.6% | -29.4% |
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