+99.6%
RIO vs BUD
+45.2%
+54.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.8% |
| 7D | +1.9% | +0.8% | +1.2% | +1.6% |
| 30D | +5.0% | -4.8% | +9.8% | +6.8% |
| 3M | +5.1% | +1.4% | +3.8% | +4.3% |
| 6M | +17.6% | +9.9% | +7.8% | +13.1% |
| YTD | +36.3% | +26.3% | +9.9% | +24.4% |
| 1Y | +71.2% | +36.1% | +35.0% | +51.7% |
| 3Y | +102.7% | +48.6% | +54.1% | +70.4% |
| 5Y | +99.6% | +45.0% | +54.6% | +62.8% |
| All | +99.6% | +45.2% | +54.4% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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