+1,359.8%
WDC vs RIO
+104.4%
+1,255.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +1.8% |
| 7D | +6.0% | +1.9% | +4.1% | +4.6% |
| 30D | +9.9% | +5.0% | +5.0% | +5.6% |
| 3M | -9.4% | +5.1% | -14.5% | -12.7% |
| 6M | +94.7% | +17.6% | +77.1% | +74.5% |
| YTD | +177.4% | +36.3% | +141.1% | +131.6% |
| 1Y | +412.6% | +71.2% | +341.4% | +280.5% |
| 3Y | +1,359.8% | +102.7% | +1,257.1% | +878.8% |
| All | +1,359.8% | +104.4% | +1,255.3% | +878.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling