+621.6%
DELL vs RIOT
-61.2%
+682.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.3% |
| 7D | +17.1% | +20.8% | -3.7% | +13.4% |
| 30D | -35.1% | +7.0% | -42.0% | -36.0% |
| 3M | -23.3% | -12.3% | -11.0% | -22.4% |
| 6M | +55.8% | -27.3% | +83.1% | +61.3% |
| YTD | +198.0% | +40.7% | +157.2% | +176.4% |
| 1Y | +166.6% | +15.3% | +151.2% | +153.3% |
| 3Y | +427.6% | +72.1% | +355.5% | +335.9% |
| All | +621.6% | -61.2% | +682.8% | +479.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling