+50.8%
PAAS vs RIO
+71.3%
-20.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.8% |
| 7D | +2.6% | +1.0% | +1.7% | +1.4% |
| 30D | +2.5% | +4.0% | -1.6% | -2.0% |
| 3M | +15.1% | +4.5% | +10.5% | +9.9% |
| 6M | -12.1% | +17.3% | -29.4% | -26.3% |
| YTD | +3.1% | +36.2% | -33.1% | -26.4% |
| 1Y | +50.8% | +76.1% | -25.3% | -18.1% |
| All | +50.8% | +71.3% | -20.5% | -18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling