+32.9%
URI vs RIO
+29.3%
+3.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.6% | -8.0% | -4.7% |
| 7D | -4.3% | -1.6% | -2.7% | -4.1% |
| 30D | +4.6% | -11.6% | +16.2% | +6.1% |
| 3M | -2.1% | -12.7% | +10.6% | -0.6% |
| 6M | +21.9% | -12.4% | +34.3% | +23.0% |
| YTD | +39.7% | +11.0% | +28.7% | +26.6% |
| 1Y | +32.9% | +30.8% | +2.0% | +1.4% |
| All | +32.9% | +29.3% | +3.5% | +1.4% |
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