+158.5%
TRV vs RIO
+90.3%
+68.2%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.2% | +4.7% | +1.0% |
| 7D | -1.5% | -3.4% | +1.9% | -1.1% |
| 30D | -1.8% | +0.6% | -2.4% | -1.9% |
| 3M | +21.6% | +2.5% | +19.0% | +21.1% |
| 6M | +22.5% | +10.8% | +11.7% | +20.3% |
| YTD | +28.1% | +30.5% | -2.3% | +22.7% |
| 1Y | +37.0% | +68.1% | -31.1% | +26.0% |
| 3Y | +141.9% | +94.0% | +47.9% | +113.8% |
| 5Y | +158.5% | +92.0% | +66.5% | +123.8% |
| All | +158.5% | +90.3% | +68.2% | +123.8% |
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 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