+1,972.6%
NOW vs RIO
+348.9%
+1,623.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.6% |
| 7D | -3.0% | +2.2% | -5.2% | -3.6% |
| 30D | -26.0% | -10.1% | -15.9% | -23.7% |
| 3M | -13.1% | -14.1% | +1.0% | -9.5% |
| 6M | +14.5% | -18.9% | +33.4% | +20.4% |
| YTD | -33.4% | +9.9% | -43.3% | -36.5% |
| 1Y | -40.6% | +27.0% | -67.6% | -45.8% |
| 3Y | -16.3% | +50.1% | -66.4% | -28.4% |
| 5Y | -26.3% | +95.3% | -121.6% | -42.8% |
| 10Y | +512.7% | +425.9% | +86.8% | +250.0% |
| All | +1,972.6% | +348.9% | +1,623.7% | +1,110.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling