+13,177.1%
TT vs RIO
+5,009.8%
+8,167.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.2% | +1.5% | +3.5% |
| 7D | +1.7% | +4.4% | -2.7% | +0.2% |
| 30D | -11.8% | -8.9% | -3.0% | -8.8% |
| 3M | -12.6% | -12.7% | +0.1% | -8.4% |
| 6M | -9.4% | -16.2% | +6.9% | -4.0% |
| YTD | +8.8% | +13.4% | -4.6% | +3.1% |
| 1Y | -2.5% | +30.9% | -33.4% | -12.3% |
| 3Y | +95.7% | +60.2% | +35.5% | +60.9% |
| 5Y | +135.7% | +98.9% | +36.8% | +73.0% |
| 10Y | +750.6% | +381.4% | +369.2% | +333.6% |
| All | +13,177.1% | +5,009.8% | +8,167.3% | +2,780.7% |
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