+5,513.2%
PNC vs RIO
+6,041.4%
-528.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.3% |
| 7D | +2.3% | +1.9% | +0.3% | +1.7% |
| 30D | -3.8% | +5.0% | -8.8% | -5.4% |
| 3M | +7.8% | +5.1% | +2.7% | +5.7% |
| 6M | +19.7% | +17.6% | +2.1% | +12.7% |
| YTD | +19.1% | +36.3% | -17.2% | +6.7% |
| 1Y | +23.1% | +71.2% | -48.1% | +2.6% |
| 3Y | +132.1% | +102.7% | +29.4% | +81.4% |
| 5Y | +52.2% | +99.6% | -47.4% | +17.1% |
| 10Y | +271.4% | +603.1% | -331.7% | +93.8% |
| All | +5,513.2% | +6,041.4% | -528.2% | +1,419.4% |
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