+451.9%
PWR vs RIO
+101.7%
+350.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | +2.7% | +1.0% | +1.7% | +2.3% |
| 30D | -5.1% | +4.0% | -9.2% | -6.6% |
| 3M | -9.4% | +4.5% | -13.9% | -10.9% |
| 6M | +10.4% | +17.3% | -6.9% | +4.4% |
| YTD | +48.6% | +36.2% | +12.5% | +33.4% |
| 1Y | +68.0% | +76.1% | -8.1% | +38.7% |
| 3Y | +204.7% | +102.5% | +102.2% | +137.5% |
| 5Y | +451.9% | +103.5% | +348.4% | +313.5% |
| All | +451.9% | +101.7% | +350.2% | +313.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling