+5,140.0%
RIO vs INCY
+6,534.7%
-1,394.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.8% |
| 7D | +1.9% | -0.5% | +2.4% | +2.0% |
| 30D | +5.0% | +3.2% | +1.8% | +4.6% |
| 3M | +5.1% | +23.6% | -18.5% | +2.2% |
| 6M | +17.6% | +29.7% | -12.0% | +13.5% |
| YTD | +36.3% | +25.9% | +10.3% | +31.9% |
| 1Y | +71.2% | +43.7% | +27.5% | +62.6% |
| 3Y | +102.7% | +94.4% | +8.3% | +83.4% |
| 5Y | +99.6% | +68.0% | +31.6% | +82.7% |
| 10Y | +603.1% | +52.5% | +550.6% | +531.3% |
| All | +5,140.0% | +6,534.7% | -1,394.7% | +2,908.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded INCY 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling