+37.2%
DIS vs RIOT
+73.1%
-35.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.4% | +0.8% |
| 7D | +1.9% | +4.8% | -2.9% | +1.5% |
| 30D | +9.2% | +16.0% | -6.9% | +7.6% |
| 3M | +13.5% | -8.8% | +22.3% | +13.3% |
| 6M | +14.3% | -29.7% | +44.0% | +15.6% |
| YTD | +5.4% | +38.3% | -32.9% | -1.1% |
| 1Y | +12.2% | +26.2% | -14.1% | +5.9% |
| 3Y | +37.2% | +79.0% | -41.8% | +16.2% |
| All | +37.2% | +73.1% | -35.9% | +16.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling