-18.9%
RIO vs SUI
-2.4%
-16.5%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.1% | +0.6% |
| 7D | +2.2% | +6.2% | -4.0% | +2.6% |
| 30D | -10.1% | +8.6% | -18.7% | -9.9% |
| 3M | -14.1% | +1.0% | -15.1% | -14.4% |
| 6M | -18.9% | -2.6% | -16.3% | -19.0% |
| All | -18.9% | -2.4% | -16.5% | -19.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling