+90.4%
RIO vs UUUU
+88.5%
+1.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -6.3% | +2.1% | -3.3% |
| 7D | -3.4% | -5.0% | +1.7% | -2.6% |
| 30D | +0.6% | -7.8% | +8.4% | +1.6% |
| 3M | +2.5% | -0.4% | +3.0% | +1.9% |
| 6M | +10.8% | -32.9% | +43.7% | +15.6% |
| YTD | +30.5% | -6.3% | +36.7% | +28.5% |
| 1Y | +68.1% | +7.9% | +60.2% | +58.8% |
| 3Y | +94.0% | +85.2% | +8.8% | +58.6% |
| All | +90.4% | +88.5% | +1.9% | +49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling