+75.5%
RIO vs WWD
+42.4%
+33.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | +1.0% | +0.6% | +0.3% | +0.8% |
| 30D | +4.0% | -5.1% | +9.1% | +5.2% |
| 3M | +4.5% | -11.2% | +15.8% | +6.7% |
| 6M | +17.3% | -12.0% | +29.4% | +19.2% |
| YTD | +36.2% | +12.0% | +24.2% | +33.0% |
| All | +75.5% | +42.4% | +33.1% | +64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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