+5,775.4%
SNPS vs RIO
+4,849.4%
+926.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +0.6% |
| 7D | +5.1% | +0.1% | +4.9% | +5.1% |
| 30D | -6.4% | -10.5% | +4.1% | -3.7% |
| 3M | +12.2% | -15.9% | +28.1% | +17.1% |
| 6M | -9.8% | -22.3% | +12.4% | -4.3% |
| YTD | -1.5% | +9.3% | -10.8% | -4.4% |
| 1Y | +16.0% | +23.0% | -7.0% | +9.2% |
| 3Y | -10.8% | +52.1% | -62.9% | -20.8% |
| 5Y | +33.3% | +88.9% | -55.5% | +10.3% |
| 10Y | +675.9% | +354.1% | +321.8% | +404.0% |
| All | +5,775.4% | +4,849.4% | +926.0% | +1,353.4% |
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 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