+88.9%
RIO vs SUI
-27.8%
+116.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.8% |
| 7D | +0.1% | -3.8% | +4.0% | +1.1% |
| 30D | -10.5% | +3.9% | -14.5% | -11.6% |
| 3M | -15.9% | +0.2% | -16.1% | -16.2% |
| 6M | -22.3% | -4.2% | -18.1% | -21.8% |
| YTD | +9.3% | -2.5% | +11.9% | +9.4% |
| 1Y | +23.0% | -4.0% | +27.1% | +23.6% |
| 3Y | +52.1% | +16.5% | +35.5% | +40.9% |
| 5Y | +88.9% | -27.2% | +116.1% | +90.1% |
| All | +88.9% | -27.8% | +116.7% | +90.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling