+8,087.4%
PWR vs RIO
+2,760.1%
+5,327.3%
-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 | +11.3% | -0.9% | +12.2% | +11.8% |
| 30D | -8.9% | -9.1% | +0.2% | -5.3% |
| 3M | -10.5% | -13.7% | +3.2% | -5.2% |
| 6M | -22.2% | -24.3% | +2.2% | -13.2% |
| YTD | +42.7% | +8.9% | +33.9% | +36.9% |
| 1Y | +41.1% | +22.7% | +18.5% | +28.9% |
| 3Y | +242.7% | +51.2% | +191.6% | +183.0% |
| 5Y | +418.5% | +88.1% | +330.4% | +279.1% |
| 10Y | +1,855.0% | +352.3% | +1,502.6% | +865.0% |
| All | +8,087.4% | +2,760.1% | +5,327.3% | +1,523.8% |
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