+730.1%
NVT vs RIO
+262.1%
+468.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.4% |
| 7D | +7.0% | +1.0% | +6.0% | +6.5% |
| 30D | -2.3% | +4.0% | -6.4% | -4.7% |
| 3M | -3.1% | +4.5% | -7.6% | -5.8% |
| 6M | +47.0% | +17.3% | +29.7% | +34.1% |
| YTD | +56.2% | +36.2% | +20.0% | +31.0% |
| 1Y | +74.5% | +76.1% | -1.6% | +27.1% |
| 3Y | +184.0% | +102.5% | +81.5% | +87.7% |
| 5Y | +410.8% | +103.5% | +307.2% | +216.8% |
| All | +730.1% | +262.1% | +468.0% | +210.2% |
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