+45.4%
NU vs RIO
+121.5%
-76.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.2% | +4.3% | +1.7% |
| 7D | -4.2% | -3.4% | -0.9% | -3.0% |
| 30D | +10.0% | +0.6% | +9.5% | +9.6% |
| 3M | +29.3% | +2.5% | +26.7% | +27.6% |
| 6M | +0.9% | +10.8% | -9.8% | -3.8% |
| YTD | -10.3% | +30.5% | -40.7% | -19.8% |
| 1Y | -3.2% | +68.1% | -71.3% | -21.4% |
| 3Y | +120.6% | +94.0% | +26.5% | +66.0% |
| All | +45.4% | +121.5% | -76.1% | -1.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling