+60.7%
BMY vs RIOT
+527.0%
-466.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.5% | -2.7% | -0.2% |
| 7D | -4.8% | -1.5% | -3.2% | -4.7% |
| 30D | -0.1% | +5.7% | -5.8% | -0.3% |
| 3M | +13.1% | -17.9% | +31.0% | +13.3% |
| 6M | +8.4% | +45.0% | -36.6% | +7.0% |
| YTD | +22.0% | +69.5% | -47.5% | +19.8% |
| 1Y | +40.3% | +37.2% | +3.1% | +38.0% |
| 3Y | +20.5% | +111.7% | -91.2% | +15.4% |
| 5Y | +23.7% | -27.5% | +51.2% | +18.7% |
| All | +60.7% | +527.0% | -466.2% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RIOT.
Daily Out/Under-Performance
Portfolio return minus RIOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIOT 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 10y: compounded portfolio wealth divided by compounded RIOT 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…
10y analysis · Full analysis span regression · 6 months rolling