+802.8%
TEAM vs RIO
+671.1%
+131.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -2.7% |
| 7D | -0.4% | 0.0% | -0.4% | -0.4% |
| 30D | +67.3% | +4.0% | +63.3% | +65.7% |
| 3M | +86.8% | +0.1% | +86.6% | +86.2% |
| 6M | +146.8% | +12.7% | +134.1% | +137.0% |
| YTD | +16.9% | +35.6% | -18.6% | +6.1% |
| 1Y | +12.8% | +73.7% | -60.9% | -4.6% |
| 3Y | -7.3% | +93.3% | -100.6% | -24.4% |
| 5Y | -50.7% | +92.4% | -143.1% | -60.3% |
| 10Y | +529.8% | +606.9% | -77.1% | +243.7% |
| All | +802.8% | +671.1% | +131.7% | +355.1% |
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