+625.2%
TEAM vs RIO
+521.8%
+103.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.4% |
| 7D | -16.9% | +0.1% | -17.1% | -17.0% |
| 30D | -26.8% | -10.5% | -16.3% | -24.9% |
| 3M | -1.9% | -15.9% | +14.0% | +1.8% |
| 6M | +79.2% | -22.3% | +101.4% | +88.7% |
| YTD | -6.1% | +9.3% | -15.4% | -10.5% |
| 1Y | -2.1% | +23.0% | -25.1% | -9.7% |
| 3Y | -13.6% | +52.1% | -65.7% | -25.6% |
| 5Y | -65.8% | +88.9% | -154.7% | -72.3% |
| 10Y | +454.0% | +354.1% | +99.9% | +237.3% |
| All | +625.2% | +521.8% | +103.4% | +283.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling