+565.5%
RIO vs BUD
+215.1%
+350.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +1.7% |
| 7D | +0.5% | +0.5% | 0.0% | +0.2% |
| 30D | -9.9% | +7.4% | -17.3% | -13.4% |
| 3M | -14.0% | +4.3% | -18.3% | -16.4% |
| 6M | -19.5% | +5.3% | -24.8% | -22.4% |
| YTD | +11.5% | +33.2% | -21.7% | -5.2% |
| 1Y | +26.9% | +31.8% | -4.8% | +8.4% |
| 3Y | +55.1% | +47.8% | +7.4% | +21.3% |
| 5Y | +90.7% | +50.2% | +40.5% | +43.8% |
| 10Y | +363.3% | -4.8% | +368.1% | +317.6% |
| All | +565.5% | +215.1% | +350.4% | +100.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling