+103.5%
RIO vs WPM
+261.4%
-157.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.5% |
| 7D | +1.0% | +3.9% | -2.9% | -0.5% |
| 30D | +4.0% | +17.7% | -13.6% | -2.6% |
| 3M | +4.5% | +39.4% | -34.9% | -8.6% |
| 6M | +17.3% | +6.4% | +10.9% | +12.8% |
| YTD | +36.2% | +34.0% | +2.2% | +19.4% |
| 1Y | +76.1% | +50.5% | +25.6% | +46.9% |
| 3Y | +102.5% | +280.3% | -177.8% | +11.2% |
| 5Y | +103.5% | +266.3% | -162.8% | +12.1% |
| All | +103.5% | +261.4% | -157.8% | +12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling