+92.0%
RIO vs INDA
+4.5%
+87.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.2% | -3.0% | -3.5% |
| 7D | -3.4% | -3.6% | +0.3% | -1.0% |
| 30D | +0.6% | -4.0% | +4.5% | +3.2% |
| 3M | +2.5% | +1.7% | +0.8% | +1.5% |
| 6M | +10.8% | -3.6% | +14.4% | +13.3% |
| YTD | +30.5% | -11.0% | +41.5% | +40.1% |
| 1Y | +68.1% | -9.5% | +77.6% | +78.4% |
| 3Y | +94.0% | +7.6% | +86.4% | +80.8% |
| 5Y | +92.0% | +4.8% | +87.2% | +79.3% |
| All | +92.0% | +4.5% | +87.5% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 5y: compounded portfolio wealth divided by compounded INDA 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…
5y analysis · Full analysis span regression · 6 months rolling