+4,867.9%
RIO vs EAT
+9,369.8%
-4,501.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | -0.9% | -4.0% | +3.1% | -0.2% |
| 30D | -9.1% | -2.9% | -6.2% | -8.8% |
| 3M | -13.7% | -16.9% | +3.2% | -11.0% |
| 6M | -24.3% | +57.0% | -81.3% | -31.5% |
| YTD | +8.9% | +38.2% | -29.3% | +0.1% |
| 1Y | +22.7% | +69.3% | -46.6% | +8.0% |
| 3Y | +51.2% | +483.0% | -431.8% | -1.4% |
| 5Y | +88.1% | +364.1% | -276.0% | +22.4% |
| 10Y | +352.3% | +320.8% | +31.5% | +155.5% |
| All | +4,867.9% | +9,369.8% | -4,501.9% | +1,306.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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