+186.4%
PAAS vs RIO
+392.9%
-206.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.2% | -0.3% | +0.9% |
| 7D | +8.8% | +4.4% | +4.4% | +6.1% |
| 30D | -8.5% | -8.9% | +0.4% | -2.7% |
| 3M | -17.0% | -12.7% | -4.3% | -9.0% |
| 6M | -27.9% | -16.2% | -11.7% | -18.4% |
| YTD | -17.5% | +13.4% | -30.9% | -20.8% |
| 1Y | +22.8% | +30.9% | -8.1% | +9.1% |
| 3Y | +224.2% | +60.2% | +164.0% | +159.9% |
| 5Y | +73.6% | +98.9% | -25.3% | +22.6% |
| 10Y | +186.4% | +381.4% | -195.1% | +48.2% |
| All | +186.4% | +392.9% | -206.6% | +48.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling