+576.6%
RIO vs BUD
+218.9%
+357.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.3% | +1.8% | +2.5% |
| 7D | +4.4% | +1.3% | +3.1% | +3.7% |
| 30D | -8.9% | +10.0% | -18.9% | -13.5% |
| 3M | -12.7% | +1.6% | -14.3% | -13.9% |
| 6M | -16.2% | +6.5% | -22.7% | -19.7% |
| YTD | +13.4% | +34.8% | -21.4% | -4.2% |
| 1Y | +30.9% | +36.5% | -5.6% | +9.8% |
| 3Y | +60.2% | +49.0% | +11.2% | +24.8% |
| 5Y | +98.9% | +51.7% | +47.2% | +49.3% |
| 10Y | +381.4% | -7.5% | +389.0% | +344.6% |
| All | +576.6% | +218.9% | +357.8% | +102.8% |
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 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