+203.8%
DHR vs RIOT
+527.0%
-323.2%
-43.8%
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% | -0.3% |
| 7D | -3.6% | -1.5% | -2.1% | -3.6% |
| 30D | -2.7% | +5.7% | -8.4% | -3.1% |
| 3M | +10.9% | -17.9% | +28.8% | +11.3% |
| 6M | +3.0% | +45.0% | -41.9% | +0.5% |
| YTD | -12.2% | +69.5% | -81.7% | -15.3% |
| 1Y | +3.3% | +37.2% | -33.9% | +0.1% |
| 3Y | -8.2% | +111.7% | -119.9% | -15.7% |
| 5Y | -29.9% | -27.5% | -2.4% | -35.9% |
| All | +203.8% | +527.0% | -323.2% | +140.2% |
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