+6,893.4%
URI vs RIO
+3,692.2%
+3,201.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.4% |
| 7D | -2.0% | 0.0% | -2.0% | -2.0% |
| 30D | -12.9% | +4.0% | -16.9% | -14.6% |
| 3M | -6.7% | +0.1% | -6.9% | -7.3% |
| 6M | +19.0% | +12.7% | +6.3% | +11.1% |
| YTD | +25.5% | +35.6% | -10.0% | +6.6% |
| 1Y | +5.5% | +73.7% | -68.2% | -20.2% |
| 3Y | +111.3% | +93.3% | +18.0% | +50.1% |
| 5Y | +198.6% | +92.4% | +106.1% | +107.7% |
| 10Y | +1,179.9% | +606.9% | +573.0% | +415.3% |
| All | +6,893.4% | +3,692.2% | +3,201.3% | +1,086.9% |
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