+73.7%
RIO vs WCN
-8.7%
+82.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.2% |
| 7D | 0.0% | -0.6% | +0.6% | -0.2% |
| 30D | +4.0% | +0.4% | +3.5% | +4.1% |
| 3M | +0.1% | +7.3% | -7.2% | +1.3% |
| 6M | +12.7% | -2.5% | +15.2% | +14.1% |
| YTD | +35.6% | -5.4% | +40.9% | +37.0% |
| 1Y | +73.7% | -8.5% | +82.2% | +76.5% |
| All | +73.7% | -8.7% | +82.4% | +76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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