-65.5%
TEAM vs RIO
+93.1%
-158.5%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -24.8% |
| 3M | -1.1% | -14.0% | +13.0% | +2.3% |
| 6M | +74.6% | -19.5% | +94.1% | +83.2% |
| YTD | -6.0% | +11.5% | -17.5% | -13.0% |
| 1Y | -3.2% | +26.9% | -30.2% | -14.8% |
| 3Y | -13.5% | +55.1% | -68.7% | -30.8% |
| 5Y | -65.5% | +90.7% | -156.2% | -74.3% |
| All | -65.5% | +93.1% | -158.5% | -74.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling