+8,524.1%
SHOP vs RIO
+336.5%
+8,187.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.1% | -1.4% | -2.7% |
| 7D | +2.8% | +3.6% | -0.7% | +1.5% |
| 30D | -14.2% | -10.8% | -3.4% | -10.0% |
| 3M | -5.5% | -15.2% | +9.7% | +0.9% |
| 6M | +32.8% | -18.0% | +50.8% | +42.8% |
| YTD | -8.9% | +11.0% | -19.9% | -14.7% |
| 1Y | -7.7% | +26.4% | -34.1% | -18.2% |
| 3Y | +139.0% | +54.4% | +84.7% | +93.2% |
| 5Y | -0.5% | +98.1% | -98.6% | -28.0% |
| 10Y | +3,557.0% | +358.5% | +3,198.5% | +1,757.6% |
| All | +8,524.1% | +336.5% | +8,187.6% | +4,110.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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