+54.9%
RIO vs BEN
+87.8%
-32.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +0.5% | +7.2% | -6.7% | -1.5% |
| 30D | -9.9% | +14.1% | -24.0% | -13.3% |
| 3M | -14.0% | +9.9% | -23.9% | -16.4% |
| 6M | -19.5% | +17.4% | -36.9% | -23.3% |
| YTD | +11.5% | +57.3% | -45.8% | -1.7% |
| 1Y | +26.9% | +66.9% | -40.0% | +10.1% |
| All | +54.9% | +87.8% | -32.9% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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