+1,621.7%
PLD vs RIO
+3,005.7%
-1,384.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.5% |
| 7D | -0.8% | +2.2% | -3.0% | -1.6% |
| 30D | -0.3% | -10.1% | +9.9% | +3.4% |
| 3M | -8.0% | -14.1% | +6.1% | -3.3% |
| 6M | -9.8% | -18.9% | +9.1% | -4.0% |
| YTD | +1.8% | +9.9% | -8.1% | -3.1% |
| 1Y | +5.6% | +27.0% | -21.4% | -4.5% |
| 3Y | +33.3% | +50.1% | -16.8% | +12.3% |
| 5Y | +0.3% | +95.3% | -95.0% | -25.2% |
| 10Y | +241.6% | +425.9% | -184.3% | +67.3% |
| All | +1,621.7% | +3,005.7% | -1,384.0% | +470.7% |
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