+67.6%
UBER vs RIO
+153.5%
-85.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | +1.6% | -0.9% | +2.5% | +2.0% |
| 30D | +0.6% | -9.1% | +9.7% | +4.7% |
| 3M | -8.2% | -13.7% | +5.5% | -2.4% |
| 6M | -6.7% | -24.3% | +17.6% | +4.2% |
| YTD | -14.7% | +8.9% | -23.6% | -20.3% |
| 1Y | -24.1% | +22.7% | -46.7% | -33.0% |
| 3Y | +33.4% | +51.2% | -17.8% | +4.5% |
| 5Y | +54.5% | +88.1% | -33.7% | +3.0% |
| All | +67.6% | +153.5% | -85.9% | -24.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling