+91.5%
RIO vs BNS
+94.7%
-3.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.2% |
| 7D | -3.2% | -0.4% | -2.8% | -3.0% |
| 30D | +0.9% | +3.5% | -2.5% | -1.5% |
| 3M | -1.4% | +14.1% | -15.5% | -9.7% |
| 6M | +10.9% | +33.8% | -22.8% | -8.2% |
| YTD | +31.2% | +29.5% | +1.8% | +10.8% |
| 1Y | +67.9% | +48.4% | +19.5% | +30.0% |
| 3Y | +88.8% | +129.6% | -40.8% | +8.6% |
| All | +91.5% | +94.7% | -3.1% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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