-22.5%
DIS vs RIOT
-61.9%
+39.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.4% | +0.8% |
| 7D | +1.9% | +4.8% | -2.9% | +1.4% |
| 30D | +9.2% | +16.0% | -6.9% | +6.8% |
| 3M | +13.5% | -8.8% | +22.3% | +13.2% |
| 6M | +14.3% | -29.7% | +44.0% | +16.0% |
| YTD | +5.4% | +38.3% | -32.9% | -3.5% |
| 1Y | +12.2% | +26.2% | -14.1% | +3.5% |
| 3Y | +37.2% | +79.0% | -41.8% | +8.2% |
| All | -22.5% | -61.9% | +39.3% | -42.9% |
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