+30.8%
RIO vs WING
-23.2%
+54.0%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.7% | -0.1% | +3.4% |
| 7D | -1.6% | +21.0% | -22.6% | -2.4% |
| 30D | -11.6% | +56.9% | -68.5% | -13.3% |
| 3M | -12.7% | +38.4% | -51.1% | -14.1% |
| 6M | -12.4% | +12.0% | -24.4% | -12.2% |
| YTD | +11.0% | -29.2% | +40.2% | +16.1% |
| 1Y | +30.8% | -28.8% | +59.7% | +37.1% |
| All | +30.8% | -23.2% | +54.0% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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