+79.2%
TEAM vs RIO
-20.6%
+99.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | -0.3% |
| 7D | -16.9% | +0.1% | -17.1% | -16.8% |
| 30D | -26.8% | -10.5% | -16.3% | -27.9% |
| 3M | -1.9% | -15.9% | +14.0% | -4.6% |
| 6M | +79.2% | -22.3% | +101.4% | +77.9% |
| All | +79.2% | -20.6% | +99.8% | +77.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling