+20,565.6%
PSA vs RIO
+4,825.9%
+15,739.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.3% |
| 7D | -2.1% | +0.1% | -2.3% | -2.2% |
| 30D | +15.6% | -10.5% | +26.1% | +18.3% |
| 3M | +4.1% | -15.9% | +20.0% | +7.9% |
| 6M | +9.2% | -22.3% | +31.5% | +14.8% |
| YTD | +32.3% | +9.3% | +23.0% | +28.4% |
| 1Y | +26.2% | +23.0% | +3.1% | +19.2% |
| 3Y | +53.7% | +52.1% | +1.6% | +37.3% |
| 5Y | +26.6% | +88.9% | -62.3% | +5.7% |
| 10Y | +132.8% | +354.1% | -221.3% | +51.4% |
| All | +20,565.6% | +4,825.9% | +15,739.7% | +8,889.5% |
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