+30.8%
RIO vs UUUU
-55.1%
+86.0%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.8% | +4.4% | +3.8% |
| 7D | -1.6% | -14.4% | +12.8% | +1.2% |
| 30D | -11.6% | -33.6% | +22.0% | -5.2% |
| 3M | -12.7% | -44.2% | +31.4% | -3.9% |
| 6M | -12.4% | -66.8% | +54.4% | +3.8% |
| YTD | +11.0% | -50.6% | +61.6% | +27.2% |
| 1Y | +30.8% | -57.8% | +88.6% | +50.9% |
| All | +30.8% | -55.1% | +86.0% | +50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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