+287.8%
RIO vs TRGP
+2,231.3%
-1,943.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.7% |
| 7D | 0.0% | +0.8% | -0.8% | -0.3% |
| 30D | +4.0% | +11.5% | -7.5% | +0.6% |
| 3M | +0.1% | +9.0% | -8.9% | -2.8% |
| 6M | +12.7% | +20.5% | -7.8% | +6.0% |
| YTD | +35.6% | +59.5% | -24.0% | +17.7% |
| 1Y | +73.7% | +77.9% | -4.2% | +45.7% |
| 3Y | +93.3% | +253.6% | -160.3% | +30.1% |
| 5Y | +92.4% | +615.5% | -523.0% | +5.6% |
| 10Y | +606.9% | +897.1% | -290.2% | +193.1% |
| All | +287.8% | +2,231.3% | -1,943.4% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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