+1,787.0%
RIO vs IBB
+584.7%
+1,202.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.8% | +0.4% | +1.5% |
| 7D | +4.4% | +2.7% | +1.7% | +2.7% |
| 30D | -8.9% | +6.3% | -15.2% | -12.3% |
| 3M | -12.7% | +11.1% | -23.7% | -18.3% |
| 6M | -16.2% | +29.2% | -45.4% | -28.6% |
| YTD | +13.4% | +30.2% | -16.8% | -3.9% |
| 1Y | +30.9% | +39.5% | -8.6% | +6.4% |
| 3Y | +60.2% | +92.3% | -32.2% | +5.6% |
| 5Y | +98.9% | +43.0% | +55.9% | +52.7% |
| 10Y | +381.4% | +137.1% | +244.3% | +157.0% |
| All | +1,787.0% | +584.7% | +1,202.3% | +279.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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