+6,002.4%
WMB vs RIO
+4,852.5%
+1,149.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.6% |
| 7D | -13.8% | +2.2% | -16.1% | -14.8% |
| 30D | -10.3% | -10.1% | -0.2% | -6.3% |
| 3M | -10.1% | -14.1% | +4.1% | -4.6% |
| 6M | -11.8% | -18.9% | +7.1% | -5.1% |
| YTD | +8.9% | +9.9% | -1.0% | +1.8% |
| 1Y | +14.0% | +27.0% | -13.0% | -0.1% |
| 3Y | +100.5% | +50.1% | +50.4% | +59.5% |
| 5Y | +179.5% | +95.3% | +84.2% | +91.3% |
| 10Y | +272.7% | +425.9% | -153.1% | +58.1% |
| All | +6,002.4% | +4,852.5% | +1,149.9% | +1,058.0% |
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