+3,310.4%
V vs RIO
+166.4%
+3,143.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.2% |
| 7D | +2.2% | +2.2% | -0.1% | +1.6% |
| 30D | +13.6% | -10.1% | +23.7% | +16.8% |
| 3M | +14.3% | -14.1% | +28.4% | +18.8% |
| 6M | +33.1% | -18.9% | +52.0% | +39.7% |
| YTD | +21.2% | +9.9% | +11.3% | +16.1% |
| 1Y | +26.4% | +27.0% | -0.6% | +16.2% |
| 3Y | +77.6% | +50.1% | +27.5% | +53.3% |
| 5Y | +102.6% | +95.3% | +7.3% | +58.4% |
| 10Y | +464.4% | +425.9% | +38.5% | +226.4% |
| All | +3,310.4% | +166.4% | +3,143.9% | +1,957.8% |
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