+20,949.4%
WELL vs RIO
+4,925.8%
+16,023.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | +0.1% | +0.5% | -0.4% | 0.0% |
| 30D | +7.8% | -9.9% | +17.7% | +10.0% |
| 3M | +10.2% | -14.0% | +24.2% | +13.5% |
| 6M | +16.4% | -19.5% | +35.9% | +20.9% |
| YTD | +35.2% | +11.5% | +23.6% | +30.5% |
| 1Y | +30.5% | +26.9% | +3.5% | +22.4% |
| 3Y | +206.1% | +55.1% | +150.9% | +172.1% |
| 5Y | +228.3% | +90.7% | +137.6% | +175.0% |
| 10Y | +468.3% | +363.3% | +105.0% | +288.2% |
| All | +20,949.4% | +4,925.8% | +16,023.6% | +9,495.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling