+6,463.3%
WMB vs RIO
+4,925.8%
+1,537.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.7% | +1.9% |
| 7D | +1.6% | +0.5% | +1.1% | +1.4% |
| 30D | -7.1% | -9.9% | +2.8% | -3.0% |
| 3M | -4.0% | -14.0% | +10.0% | +1.8% |
| 6M | -5.7% | -19.5% | +13.8% | +1.9% |
| YTD | +17.2% | +11.5% | +5.6% | +8.8% |
| 1Y | +17.2% | +26.9% | -9.7% | +2.8% |
| 3Y | +121.1% | +55.1% | +65.9% | +73.3% |
| 5Y | +197.2% | +90.7% | +106.5% | +105.7% |
| 10Y | +280.9% | +363.3% | -82.4% | +70.9% |
| All | +6,463.3% | +4,925.8% | +1,537.4% | +1,137.6% |
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 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