+6,118.4%
RIO vs GWW
+12,255.9%
-6,137.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +1.7% |
| 7D | +1.9% | -1.5% | +3.5% | +2.6% |
| 30D | +5.0% | +1.1% | +3.8% | +4.3% |
| 3M | +5.1% | -1.0% | +6.1% | +4.9% |
| 6M | +17.6% | +16.3% | +1.3% | +9.2% |
| YTD | +36.3% | +28.5% | +7.8% | +20.8% |
| 1Y | +71.2% | +30.3% | +40.9% | +50.5% |
| 3Y | +102.7% | +91.6% | +11.1% | +46.6% |
| 5Y | +99.6% | +224.0% | -124.4% | +9.5% |
| 10Y | +603.1% | +551.3% | +51.8% | +158.5% |
| All | +6,118.4% | +12,255.9% | -6,137.5% | +802.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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