+4,200.1%
RIO vs WWD
+15,408.5%
-11,208.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | 0.0% |
| 7D | 0.0% | +1.3% | -1.3% | -0.5% |
| 30D | +4.0% | -7.2% | +11.1% | +6.7% |
| 3M | +0.1% | -3.8% | +4.0% | +0.7% |
| 6M | +12.7% | -9.9% | +22.6% | +15.7% |
| YTD | +35.6% | +14.8% | +20.7% | +26.4% |
| 1Y | +73.7% | +42.1% | +31.6% | +48.1% |
| 3Y | +93.3% | +170.8% | -77.5% | +24.1% |
| 5Y | +92.4% | +197.5% | -105.1% | +15.7% |
| 10Y | +606.9% | +477.8% | +129.1% | +198.4% |
| All | +4,200.1% | +15,408.5% | -11,208.4% | +1,036.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling