+10.7%
SNDU vs RIO
-5.9%
+16.5%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +3.6% | -19.4% | -23.6% |
| 7D | -48.0% | -1.6% | -46.4% | -46.4% |
| 30D | -66.4% | -11.6% | -54.8% | -55.8% |
| 3M | -58.7% | -12.7% | -46.0% | -47.0% |
| 6M | -68.6% | -12.4% | -56.2% | -57.2% |
| All | +10.7% | -5.9% | +16.5% | +35.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling