-29.8%
DHR vs RIOT
-33.0%
+3.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.1% | +3.0% | -1.8% |
| 7D | -5.0% | -0.9% | -4.1% | -4.9% |
| 30D | -3.3% | +3.5% | -6.8% | -3.7% |
| 3M | +9.4% | -13.0% | +22.4% | +9.6% |
| 6M | +3.2% | +43.1% | -39.9% | -0.9% |
| YTD | -12.0% | +65.4% | -77.4% | -16.9% |
| 1Y | +4.9% | +27.7% | -22.9% | 0.0% |
| 3Y | -7.4% | +91.3% | -98.7% | -20.1% |
| 5Y | -29.8% | -29.3% | -0.5% | -43.1% |
| All | -29.8% | -33.0% | +3.2% | -43.1% |
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