+417.4%
WDC vs RIO
+73.7%
+343.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.4% | +5.4% | +5.5% |
| 7D | +1.7% | 0.0% | +1.8% | +1.8% |
| 30D | -10.0% | +4.0% | -13.9% | -13.8% |
| 3M | -18.8% | +0.1% | -18.9% | -19.4% |
| 6M | +79.0% | +12.7% | +66.3% | +57.8% |
| YTD | +171.6% | +35.6% | +136.0% | +110.7% |
| 1Y | +417.4% | +73.7% | +343.7% | +244.9% |
| All | +417.4% | +73.7% | +343.6% | +244.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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