+34.2%
DIS vs RIOT
+609.8%
-575.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +13.2% | -13.6% | -1.2% |
| 7D | +5.2% | +30.4% | -25.2% | +3.3% |
| 30D | +11.5% | -9.9% | +21.3% | +11.7% |
| 3M | +11.5% | -21.2% | +32.7% | +12.3% |
| 6M | +8.9% | -29.5% | +38.4% | +9.7% |
| YTD | +3.4% | +31.9% | -28.5% | -0.8% |
| 1Y | +7.2% | -3.6% | +10.8% | +4.7% |
| 3Y | +43.3% | +51.8% | -8.5% | +30.0% |
| 5Y | -31.4% | -46.9% | +15.5% | -38.3% |
| All | +34.2% | +609.8% | -575.6% | -2.4% |
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