+405.8%
RIO vs SUI
+115.7%
+290.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.1% | +1.1% |
| 7D | +2.2% | +6.2% | -4.0% | +0.5% |
| 30D | -10.1% | +8.6% | -18.7% | -12.4% |
| 3M | -14.1% | +1.0% | -15.1% | -14.6% |
| 6M | -18.9% | -2.6% | -16.3% | -18.7% |
| YTD | +9.9% | -0.1% | +10.0% | +9.2% |
| 1Y | +27.0% | +0.5% | +26.5% | +25.9% |
| 3Y | +50.1% | +15.3% | +34.8% | +40.1% |
| 5Y | +95.3% | -26.1% | +121.4% | +105.2% |
| All | +405.8% | +115.7% | +290.0% | +329.2% |
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