+609.0%
RIO vs SUI
+108.4%
+500.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +0.5% |
| 7D | 0.0% | -2.8% | +2.8% | +0.8% |
| 30D | +4.0% | -1.2% | +5.1% | +4.3% |
| 3M | +0.1% | -1.7% | +1.9% | +0.4% |
| 6M | +12.7% | -10.5% | +23.2% | +16.1% |
| YTD | +35.6% | -1.8% | +37.4% | +35.7% |
| 1Y | +73.7% | -4.1% | +77.8% | +74.7% |
| 3Y | +93.3% | +11.3% | +82.1% | +82.6% |
| 5Y | +92.4% | -32.1% | +124.5% | +107.7% |
| All | +609.0% | +108.4% | +500.6% | +502.3% |
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