+91.5%
RIO vs WU
-51.3%
+142.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.4% |
| 7D | -3.2% | -3.5% | +0.3% | -2.4% |
| 30D | +0.9% | -2.9% | +3.9% | +1.5% |
| 3M | -1.4% | -2.3% | +0.8% | -2.3% |
| 6M | +10.9% | -25.4% | +36.3% | +18.0% |
| YTD | +31.2% | -21.2% | +52.4% | +37.1% |
| 1Y | +67.9% | -8.9% | +76.8% | +67.4% |
| 3Y | +88.8% | -29.0% | +117.8% | +98.5% |
| All | +91.5% | -51.3% | +142.9% | +119.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling