+1,747.8%
PLD vs RIO
+3,730.5%
-1,982.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.9% |
| 7D | -2.4% | 0.0% | -2.4% | -2.4% |
| 30D | -2.4% | +4.0% | -6.4% | -3.8% |
| 3M | -3.8% | +0.1% | -3.9% | -4.4% |
| 6M | 0.0% | +12.7% | -12.7% | -5.0% |
| YTD | +9.2% | +35.6% | -26.3% | -3.2% |
| 1Y | +25.9% | +73.7% | -47.8% | +2.1% |
| 3Y | +21.3% | +93.3% | -72.0% | -6.3% |
| 5Y | +14.1% | +92.4% | -78.3% | -14.4% |
| 10Y | +237.9% | +606.9% | -369.1% | +49.2% |
| All | +1,747.8% | +3,730.5% | -1,982.7% | +470.6% |
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