+5,829.8%
SNPS vs RIO
+5,034.3%
+795.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.2% | +0.5% | +2.9% |
| 7D | +0.2% | +4.4% | -4.2% | -0.9% |
| 30D | -8.4% | -8.9% | +0.4% | -6.2% |
| 3M | +12.3% | -12.7% | +24.9% | +16.0% |
| 6M | -9.6% | -16.2% | +6.6% | -5.8% |
| YTD | -0.6% | +13.4% | -14.0% | -4.5% |
| 1Y | +18.7% | +30.9% | -12.2% | +10.0% |
| 3Y | -7.6% | +60.2% | -67.7% | -19.0% |
| 5Y | +34.1% | +98.9% | -64.8% | +9.5% |
| 10Y | +691.2% | +381.4% | +309.8% | +406.5% |
| All | +5,829.8% | +5,034.3% | +795.5% | +1,353.3% |
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