+991.6%
WDC vs RIO
+101.7%
+889.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.1% |
| 7D | +7.5% | +1.0% | +6.5% | +6.9% |
| 30D | +10.1% | +4.0% | +6.0% | +7.0% |
| 3M | -6.8% | +4.5% | -11.3% | -9.2% |
| 6M | +84.1% | +17.3% | +66.8% | +68.2% |
| YTD | +180.3% | +36.2% | +144.1% | +138.8% |
| 1Y | +411.1% | +76.1% | +334.9% | +282.3% |
| 3Y | +1,375.0% | +102.5% | +1,272.5% | +910.2% |
| 5Y | +991.6% | +103.5% | +888.0% | +598.6% |
| All | +991.6% | +101.7% | +889.9% | +598.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling