+30.8%
RIO vs IWD
+33.0%
-2.2%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.6% | +1.0% | +0.2% |
| 7D | -1.6% | +2.5% | -4.1% | -4.8% |
| 30D | -11.6% | +6.0% | -17.6% | -18.3% |
| 3M | -12.7% | +3.8% | -16.5% | -17.1% |
| 6M | -12.4% | +16.3% | -28.7% | -29.7% |
| YTD | +11.0% | +27.5% | -16.5% | -19.3% |
| 1Y | +30.8% | +32.8% | -2.0% | -8.0% |
| All | +30.8% | +33.0% | -2.2% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling