+7,210.0%
URI vs RIO
+2,974.6%
+4,235.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +0.8% |
| 7D | -9.8% | +2.2% | -12.0% | -10.8% |
| 30D | +1.7% | -10.1% | +11.9% | +6.5% |
| 3M | -9.1% | -14.1% | +5.1% | -3.0% |
| 6M | +9.9% | -18.9% | +28.8% | +19.3% |
| YTD | +31.2% | +9.9% | +21.3% | +22.3% |
| 1Y | +25.9% | +27.0% | -1.0% | +9.8% |
| 3Y | +147.4% | +50.1% | +97.3% | +96.8% |
| 5Y | +179.7% | +95.3% | +84.5% | +93.2% |
| 10Y | +1,419.5% | +425.9% | +993.7% | +596.1% |
| All | +7,210.0% | +2,974.6% | +4,235.3% | +1,260.8% |
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