+619.2%
RIO vs WING
+359.3%
+259.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.2% |
| 7D | +1.0% | -2.3% | +3.2% | +1.2% |
| 30D | +4.0% | -5.6% | +9.7% | +4.5% |
| 3M | +4.5% | -22.9% | +27.4% | +7.2% |
| 6M | +17.3% | -50.4% | +67.8% | +26.1% |
| YTD | +36.2% | -53.3% | +89.5% | +46.6% |
| 1Y | +76.1% | -61.2% | +137.4% | +93.2% |
| 3Y | +102.5% | -30.1% | +132.6% | +94.4% |
| 5Y | +103.5% | -35.0% | +138.5% | +91.1% |
| 10Y | +619.2% | +375.5% | +243.7% | +321.6% |
| All | +619.2% | +359.3% | +259.9% | +321.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling