+250.9%
PAAS vs RIO
+100.4%
+150.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.8% |
| 7D | -2.9% | 0.0% | -2.9% | -2.8% |
| 30D | +6.8% | +4.0% | +2.8% | +3.3% |
| 3M | -2.9% | +0.1% | -3.0% | -2.2% |
| 6M | -16.4% | +12.7% | -29.1% | -24.2% |
| YTD | 0.0% | +35.6% | -35.5% | -22.2% |
| 1Y | +54.3% | +73.7% | -19.4% | -2.0% |
| All | +250.9% | +100.4% | +150.5% | +102.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling