+75.9%
UBER vs RIO
+217.3%
-141.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -3.7% |
| 7D | -2.8% | +1.9% | -4.7% | -3.6% |
| 30D | -2.5% | +5.0% | -7.5% | -4.6% |
| 3M | +4.4% | +5.1% | -0.8% | +1.6% |
| 6M | -2.7% | +17.6% | -20.3% | -10.6% |
| YTD | -10.5% | +36.3% | -46.8% | -23.9% |
| 1Y | -22.5% | +71.2% | -93.7% | -41.0% |
| 3Y | +54.8% | +102.7% | -47.9% | +6.7% |
| 5Y | +82.5% | +99.6% | -17.1% | +21.1% |
| All | +75.9% | +217.3% | -141.4% | -28.2% |
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