+584.5%
RIO vs TRMB
+121.9%
+462.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.9% | +0.1% |
| 7D | -3.2% | -3.0% | -0.2% | -2.2% |
| 30D | +0.9% | +2.3% | -1.4% | 0.0% |
| 3M | -1.4% | +15.3% | -16.8% | -6.6% |
| 6M | +10.9% | -14.7% | +25.6% | +15.8% |
| YTD | +31.2% | -26.4% | +57.6% | +43.3% |
| 1Y | +67.9% | -30.4% | +98.3% | +86.3% |
| 3Y | +88.8% | +13.5% | +75.3% | +70.7% |
| 5Y | +93.1% | -38.6% | +131.7% | +112.8% |
| All | +584.5% | +121.9% | +462.7% | +310.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling