-12.9%
TEAM vs RIO
+55.4%
-68.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.1% | +2.5% |
| 7D | -19.7% | +0.5% | -20.2% | -19.8% |
| 30D | -26.6% | -9.9% | -16.7% | -25.8% |
| 3M | -1.1% | -14.0% | +13.0% | +0.3% |
| 6M | +74.6% | -19.5% | +94.1% | +79.2% |
| YTD | -6.0% | +11.5% | -17.5% | -13.1% |
| 1Y | -3.2% | +26.9% | -30.2% | -14.8% |
| All | -12.9% | +55.4% | -68.3% | -30.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling