+31.0%
DIS vs RIOT
+747.2%
-716.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -1.0% |
| 7D | +0.9% | +20.8% | -19.9% | -0.4% |
| 30D | +8.9% | +7.0% | +1.9% | +8.0% |
| 3M | +14.5% | -12.3% | +26.8% | +14.6% |
| 6M | +12.2% | -27.3% | +39.5% | +12.9% |
| YTD | +4.7% | +40.7% | -36.0% | 0.0% |
| 1Y | +2.8% | +15.3% | -12.5% | -0.7% |
| 3Y | +38.1% | +72.1% | -34.0% | +24.4% |
| 5Y | -23.6% | -59.7% | +36.0% | -30.5% |
| All | +31.0% | +747.2% | -716.2% | -4.5% |
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