+4,502.8%
RIO vs SUI
+4,037.5%
+465.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +0.6% |
| 7D | 0.0% | -2.8% | +2.8% | +1.2% |
| 30D | +4.0% | -1.2% | +5.1% | +4.4% |
| 3M | +0.1% | -1.7% | +1.9% | +0.4% |
| 6M | +12.7% | -10.5% | +23.2% | +17.6% |
| YTD | +35.6% | -1.8% | +37.4% | +35.7% |
| 1Y | +73.7% | -4.1% | +77.8% | +74.9% |
| 3Y | +93.3% | +11.3% | +82.1% | +77.6% |
| 5Y | +92.4% | -32.1% | +124.5% | +114.8% |
| 10Y | +606.9% | +110.4% | +496.5% | +333.9% |
| All | +4,502.8% | +4,037.5% | +465.2% | +840.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling