+363.3%
RIO vs SUI
+120.9%
+242.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.7% |
| 7D | +0.5% | -2.4% | +2.9% | +1.2% |
| 30D | -9.9% | +3.3% | -13.2% | -10.9% |
| 3M | -14.0% | +0.7% | -14.7% | -14.4% |
| 6M | -19.5% | -4.1% | -15.4% | -19.0% |
| YTD | +11.5% | -1.8% | +13.3% | +11.4% |
| 1Y | +26.9% | -4.1% | +31.0% | +27.6% |
| 3Y | +55.1% | +17.4% | +37.7% | +43.7% |
| 5Y | +90.7% | -27.0% | +117.7% | +101.2% |
| 10Y | +363.3% | +121.2% | +242.2% | +254.7% |
| All | +363.3% | +120.9% | +242.5% | +254.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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