+103.5%
RIO vs BEN
+40.0%
+63.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.4% |
| 7D | +1.0% | +3.4% | -2.4% | -0.1% |
| 30D | +4.0% | +1.8% | +2.2% | +3.4% |
| 3M | +4.5% | +8.4% | -3.8% | +1.6% |
| 6M | +17.3% | +35.6% | -18.3% | +5.9% |
| YTD | +36.2% | +46.4% | -10.2% | +19.7% |
| 1Y | +76.1% | +46.3% | +29.8% | +54.5% |
| 3Y | +102.5% | +54.6% | +47.9% | +70.1% |
| 5Y | +103.5% | +39.4% | +64.1% | +67.4% |
| All | +103.5% | +40.0% | +63.6% | +67.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling