-17.6%
TEAM vs RIO
+95.5%
-113.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.5% | -7.5% | -7.0% |
| 7D | -5.7% | +1.9% | -7.6% | -6.0% |
| 30D | +18.3% | +5.0% | +13.4% | +17.3% |
| 3M | +80.2% | +5.1% | +75.1% | +79.1% |
| 6M | +111.0% | +17.6% | +93.4% | +102.1% |
| YTD | +8.8% | +36.3% | -27.5% | -2.6% |
| 1Y | +2.2% | +71.2% | -69.0% | -16.9% |
| All | -17.6% | +95.5% | -113.0% | -40.7% |
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 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