+443.6%
TEAM vs RIO
+354.4%
+89.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.4% |
| 7D | -2.4% | -0.9% | -1.5% | -2.2% |
| 30D | -26.7% | -9.1% | -17.6% | -25.1% |
| 3M | -9.6% | -13.7% | +4.0% | -6.8% |
| 6M | +86.0% | -24.3% | +110.4% | +97.2% |
| YTD | -7.5% | +8.9% | -16.4% | -11.9% |
| 1Y | -1.4% | +22.7% | -24.0% | -9.2% |
| 3Y | -14.3% | +51.2% | -65.5% | -26.3% |
| 5Y | -66.3% | +88.1% | -154.4% | -72.6% |
| All | +443.6% | +354.4% | +89.2% | +239.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling