-39.2%
PINS vs RIO
+51.7%
-90.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | +1.0% | -0.9% | +1.9% | +1.2% |
| 30D | -12.0% | -9.1% | -2.9% | -10.5% |
| 3M | -17.9% | -13.7% | -4.2% | -15.9% |
| 6M | -1.0% | -24.3% | +23.3% | +4.0% |
| YTD | -26.0% | +8.9% | -34.9% | -31.4% |
| 1Y | -28.5% | +22.7% | -51.1% | -36.7% |
| 3Y | -39.2% | +51.2% | -90.4% | -50.9% |
| All | -39.2% | +51.7% | -90.9% | -50.9% |
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