+87.7%
RIO vs TRI
-20.3%
+108.0%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.3% | -2.9% | -4.2% |
| 7D | -3.4% | -14.4% | +11.0% | -3.3% |
| 30D | +0.6% | -8.1% | +8.7% | +0.6% |
| 3M | +2.5% | +17.5% | -15.0% | +2.0% |
| 6M | +10.8% | -5.0% | +15.7% | +11.9% |
| YTD | +30.5% | -24.7% | +55.2% | +36.5% |
| 1Y | +68.1% | -41.5% | +109.6% | +85.9% |
| All | +87.7% | -20.3% | +108.0% | +83.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling