+68.1%
RIO vs WPM
+44.1%
+24.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.7% | -0.5% | -2.7% |
| 7D | -3.4% | -3.6% | +0.3% | -1.9% |
| 30D | +0.6% | +12.5% | -11.9% | -4.2% |
| 3M | +2.5% | +40.6% | -38.1% | -10.9% |
| 6M | +10.8% | +0.5% | +10.2% | +7.9% |
| YTD | +30.5% | +29.0% | +1.4% | +18.3% |
| 1Y | +68.1% | +43.8% | +24.3% | +47.7% |
| All | +68.1% | +44.1% | +24.1% | +47.7% |
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