+584.5%
RIO vs MDY
+177.2%
+407.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.1% |
| 7D | -3.2% | -1.9% | -1.3% | -1.7% |
| 30D | +0.9% | -4.6% | +5.6% | +4.8% |
| 3M | -1.4% | -1.2% | -0.2% | -0.5% |
| 6M | +10.9% | +9.2% | +1.7% | +3.7% |
| YTD | +31.2% | +13.1% | +18.2% | +19.4% |
| 1Y | +67.9% | +13.0% | +54.9% | +52.6% |
| 3Y | +88.8% | +49.2% | +39.6% | +34.5% |
| 5Y | +93.1% | +47.2% | +45.9% | +36.6% |
| All | +584.5% | +177.2% | +407.3% | +145.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling