+20,519.7%
PSA vs RIO
+4,806.4%
+15,713.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -1.4% | -0.9% | -0.5% | -1.3% |
| 30D | +15.2% | -9.1% | +24.3% | +17.5% |
| 3M | +2.2% | -13.7% | +15.9% | +5.4% |
| 6M | +11.7% | -24.3% | +36.0% | +18.1% |
| YTD | +32.0% | +8.9% | +23.1% | +28.2% |
| 1Y | +26.3% | +22.7% | +3.6% | +19.4% |
| 3Y | +52.4% | +51.2% | +1.2% | +36.3% |
| 5Y | +26.3% | +88.1% | -61.8% | +5.6% |
| 10Y | +132.3% | +352.3% | -220.0% | +51.2% |
| All | +20,519.7% | +4,806.4% | +15,713.4% | +8,877.4% |
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