+549.5%
RIO vs UUUU
-92.0%
+641.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | +1.0% | +1.8% | -0.9% | +0.7% |
| 30D | +4.0% | +1.8% | +2.2% | +3.6% |
| 3M | +4.5% | +1.3% | +3.3% | +3.8% |
| 6M | +17.3% | -26.8% | +44.1% | +20.6% |
| YTD | +36.2% | +0.1% | +36.1% | +33.0% |
| 1Y | +76.1% | +11.2% | +64.9% | +66.8% |
| 3Y | +102.5% | +97.7% | +4.8% | +69.8% |
| 5Y | +103.5% | +127.3% | -23.8% | +60.0% |
| 10Y | +619.2% | +532.6% | +86.6% | +336.1% |
| All | +549.5% | -92.0% | +641.5% | +314.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling