+30.8%
RIO vs TRI
-22.4%
+53.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.4% | -2.8% | +4.3% |
| 7D | -1.6% | +1.0% | -2.6% | -1.5% |
| 30D | -11.6% | +20.8% | -32.4% | -9.6% |
| 3M | -12.7% | +8.1% | -20.8% | -11.6% |
| 6M | -12.4% | +24.2% | -36.5% | -9.0% |
| YTD | +11.0% | -7.8% | +18.8% | +14.8% |
| 1Y | +30.8% | -16.7% | +47.5% | +37.3% |
| All | +30.8% | -22.4% | +53.3% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling