+289.2%
C vs RIOT
+711.2%
-422.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +13.2% | -12.7% | -0.5% |
| 7D | -2.4% | +30.4% | -32.8% | -4.5% |
| 30D | -6.0% | -9.9% | +3.9% | -5.7% |
| 3M | -10.5% | -21.2% | +10.7% | -9.7% |
| 6M | -5.7% | -29.5% | +23.8% | -4.5% |
| YTD | +4.1% | +31.9% | -27.8% | -0.3% |
| 1Y | +20.5% | -3.6% | +24.1% | +17.8% |
| 3Y | +208.1% | +51.8% | +156.3% | +179.1% |
| 5Y | +110.4% | -46.9% | +157.4% | +90.7% |
| 10Y | +234.6% | +677.5% | -442.9% | +119.9% |
| All | +289.2% | +711.2% | -422.0% | +156.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling