+1,182.4%
URI vs RIO
+353.3%
+829.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | +0.1% | -0.7% |
| 7D | -6.0% | +3.6% | -9.6% | -8.0% |
| 30D | +4.6% | -10.8% | +15.4% | +11.9% |
| 3M | -2.7% | -15.2% | +12.5% | +7.0% |
| 6M | +18.4% | -18.0% | +36.4% | +31.3% |
| YTD | +37.4% | +11.0% | +26.4% | +22.3% |
| 1Y | +30.4% | +26.4% | +4.0% | +6.4% |
| 3Y | +147.9% | +54.4% | +93.6% | +71.5% |
| 5Y | +202.1% | +98.1% | +104.0% | +64.4% |
| 10Y | +1,182.4% | +358.5% | +823.9% | +305.3% |
| All | +1,182.4% | +353.3% | +829.1% | +305.3% |
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 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