+6,764.5%
WMT vs RIO
+6,036.1%
+728.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -0.2% | +1.0% | -1.2% | -0.4% |
| 30D | -5.8% | +4.0% | -9.9% | -6.3% |
| 3M | -10.8% | +4.5% | -15.3% | -11.4% |
| 6M | -14.3% | +17.3% | -31.7% | -16.4% |
| YTD | -4.4% | +36.2% | -40.6% | -8.5% |
| 1Y | +4.3% | +76.1% | -71.8% | -3.3% |
| 3Y | +100.1% | +102.5% | -2.5% | +81.0% |
| 5Y | +130.8% | +103.5% | +27.3% | +105.9% |
| 10Y | +433.7% | +619.2% | -185.5% | +297.5% |
| All | +6,764.5% | +6,036.1% | +728.4% | +3,012.9% |
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