-24.3%
UBER vs RIO
+69.4%
-93.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.3% |
| 7D | -5.4% | -3.2% | -2.2% | -4.9% |
| 30D | -4.9% | +0.9% | -5.8% | -5.1% |
| 3M | +3.0% | -1.4% | +4.5% | +3.8% |
| 6M | -4.4% | +10.9% | -15.3% | -7.1% |
| YTD | -12.3% | +31.2% | -43.5% | -20.9% |
| 1Y | -24.3% | +67.9% | -92.2% | -42.3% |
| All | -24.3% | +69.4% | -93.7% | -42.3% |
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