+88.8%
RIO vs UUUU
+74.5%
+14.3%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.0% | +5.6% | +1.2% |
| 7D | -3.2% | -10.5% | +7.3% | -1.9% |
| 30D | +0.9% | -10.5% | +11.4% | +2.1% |
| 3M | -1.4% | -14.1% | +12.7% | -0.2% |
| 6M | +10.9% | -35.5% | +46.4% | +15.1% |
| YTD | +31.2% | -10.9% | +42.2% | +31.7% |
| 1Y | +67.9% | +3.4% | +64.6% | +64.5% |
| 3Y | +88.8% | +73.1% | +15.7% | +67.2% |
| All | +88.8% | +74.5% | +14.3% | +67.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling