+73.7%
RIO vs WPM
+53.7%
+20.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.8% |
| 7D | 0.0% | +1.1% | -1.1% | -0.5% |
| 30D | +4.0% | +26.4% | -22.4% | -5.6% |
| 3M | +0.1% | +20.8% | -20.7% | -7.9% |
| 6M | +12.7% | +1.1% | +11.6% | +9.3% |
| YTD | +35.6% | +32.5% | +3.1% | +21.3% |
| 1Y | +73.7% | +51.5% | +22.2% | +48.1% |
| All | +73.7% | +53.7% | +20.0% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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