+36.6%
DIS vs RIOT
+670.6%
-633.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.7% | -3.7% | +1.7% |
| 7D | +5.3% | +49.2% | -43.8% | +2.6% |
| 30D | +10.2% | +4.6% | +5.7% | +9.5% |
| 3M | +13.5% | -13.9% | +27.5% | +13.8% |
| 6M | +11.1% | -26.7% | +37.8% | +11.7% |
| YTD | +5.5% | +39.4% | -33.9% | +0.8% |
| 1Y | +9.1% | +3.8% | +5.3% | +6.1% |
| 3Y | +36.0% | +73.0% | -37.0% | +22.4% |
| 5Y | -29.8% | -55.7% | +25.9% | -36.5% |
| 10Y | +36.6% | +685.8% | -649.2% | -0.5% |
| All | +36.6% | +670.6% | -633.9% | -0.5% |
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