+73.7%
RIO vs WU
-8.3%
+82.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.5% |
| 7D | 0.0% | -0.8% | +0.8% | 0.0% |
| 30D | +4.0% | -1.1% | +5.1% | +4.0% |
| 3M | +0.1% | -3.9% | +4.0% | -0.5% |
| 6M | +12.7% | -20.7% | +33.4% | +14.6% |
| YTD | +35.6% | -18.4% | +53.9% | +36.7% |
| 1Y | +73.7% | -8.1% | +81.8% | +72.0% |
| All | +73.7% | -8.3% | +82.0% | +72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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