+949.7%
PAAS vs RIO
+3,095.3%
-2,145.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.6% |
| 7D | -5.2% | +0.5% | -5.7% | -5.3% |
| 30D | -13.9% | -9.9% | -4.0% | -9.4% |
| 3M | -23.8% | -14.0% | -9.8% | -17.7% |
| 6M | -36.4% | -19.5% | -16.9% | -28.8% |
| YTD | -23.4% | +11.5% | -34.9% | -25.3% |
| 1Y | +5.6% | +26.9% | -21.3% | -2.7% |
| 3Y | +209.7% | +55.1% | +154.6% | +162.8% |
| 5Y | +55.6% | +90.7% | -35.1% | +18.7% |
| 10Y | +212.2% | +363.3% | -151.1% | +55.7% |
| All | +949.7% | +3,095.3% | -2,145.6% | +216.2% |
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 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