+63,750.7%
SU vs RIO
+5,778.8%
+57,972.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.1% | +2.4% |
| 7D | +1.7% | -3.4% | +5.0% | +3.7% |
| 30D | +9.6% | +0.6% | +9.1% | +8.8% |
| 3M | +11.7% | +2.5% | +9.2% | +8.8% |
| 6M | +21.9% | +10.8% | +11.1% | +11.3% |
| YTD | +58.6% | +30.5% | +28.2% | +30.3% |
| 1Y | +66.5% | +68.1% | -1.6% | +16.7% |
| 3Y | +121.4% | +94.0% | +27.4% | +38.3% |
| 5Y | +355.7% | +92.0% | +263.7% | +179.1% |
| 10Y | +264.2% | +589.0% | -324.8% | -1.5% |
| All | +63,750.7% | +5,778.8% | +57,972.0% | +50.6% |
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