+19,929.0%
WELL vs RIO
+6,008.3%
+13,920.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.1% |
| 7D | -0.8% | 0.0% | -0.8% | -0.8% |
| 30D | -0.1% | +4.0% | -4.0% | -1.0% |
| 3M | +18.0% | +0.1% | +17.9% | +17.6% |
| 6M | +15.0% | +12.7% | +2.3% | +11.4% |
| YTD | +28.6% | +35.6% | -6.9% | +19.4% |
| 1Y | +42.9% | +73.7% | -30.8% | +25.6% |
| 3Y | +203.0% | +93.3% | +109.7% | +157.6% |
| 5Y | +206.9% | +92.4% | +114.4% | +156.7% |
| 10Y | +339.5% | +606.9% | -267.5% | +175.6% |
| All | +19,929.0% | +6,008.3% | +13,920.7% | +8,684.0% |
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