+211.0%
WELL vs RIO
+97.3%
+113.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | -0.1% | +0.4% |
| 7D | -1.3% | +1.9% | -3.3% | -1.6% |
| 30D | +0.5% | +5.0% | -4.4% | -0.3% |
| 3M | +19.1% | +5.1% | +13.9% | +17.9% |
| 6M | +17.0% | +17.6% | -0.7% | +13.0% |
| YTD | +29.2% | +36.3% | -7.1% | +20.8% |
| 1Y | +42.1% | +71.2% | -29.0% | +26.4% |
| 3Y | +204.5% | +102.7% | +101.8% | +156.9% |
| 5Y | +211.0% | +99.6% | +111.4% | +152.7% |
| All | +211.0% | +97.3% | +113.7% | +152.7% |
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