-10.5%
TEM vs RIO
+29.3%
-39.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.6% | -6.4% | -5.1% |
| 7D | -1.3% | -1.6% | +0.3% | -0.4% |
| 30D | -9.5% | -11.6% | +2.1% | -2.3% |
| 3M | +60.7% | -12.7% | +73.4% | +76.8% |
| 6M | +35.5% | -12.4% | +47.9% | +47.1% |
| YTD | +28.0% | +11.0% | +17.0% | +18.9% |
| 1Y | -10.5% | +30.8% | -41.4% | -27.8% |
| All | -10.5% | +29.3% | -39.9% | -27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling