+8,390.6%
PWR vs RIO
+3,460.7%
+4,929.9%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.5% |
| 7D | +3.6% | 0.0% | +3.6% | +3.6% |
| 30D | -8.6% | +4.0% | -12.5% | -10.2% |
| 3M | -13.2% | +0.1% | -13.3% | -13.3% |
| 6M | +9.9% | +12.7% | -2.8% | +4.5% |
| YTD | +48.0% | +35.6% | +12.5% | +29.9% |
| 1Y | +66.2% | +73.7% | -7.5% | +31.8% |
| 3Y | +195.1% | +93.3% | +101.8% | +120.6% |
| 5Y | +442.6% | +92.4% | +350.1% | +292.2% |
| 10Y | +2,334.2% | +606.9% | +1,727.3% | +904.1% |
| All | +8,390.6% | +3,460.7% | +4,929.9% | +1,441.6% |
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