+2,771.1%
NOW vs RIO
+453.6%
+2,317.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -3.1% |
| 7D | -2.4% | 0.0% | -2.4% | -2.4% |
| 30D | +20.5% | +4.0% | +16.5% | +19.1% |
| 3M | +18.3% | +0.1% | +18.2% | +17.8% |
| 6M | +24.1% | +12.7% | +11.3% | +18.6% |
| YTD | -7.8% | +35.6% | -43.3% | -17.0% |
| 1Y | -21.4% | +73.7% | -95.1% | -34.4% |
| 3Y | +19.5% | +93.3% | -73.8% | -4.7% |
| 5Y | +4.1% | +92.4% | -88.4% | -18.6% |
| 10Y | +826.4% | +606.9% | +219.5% | +389.6% |
| All | +2,771.1% | +453.6% | +2,317.5% | +1,483.1% |
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