-41.1%
DIS vs RIOT
-36.2%
-4.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.1% | -4.8% | -2.1% |
| 7D | -2.6% | +14.8% | -17.4% | -4.2% |
| 30D | +3.5% | +1.4% | +2.1% | +2.9% |
| 3M | +6.8% | -20.6% | +27.5% | +8.1% |
| 6M | +3.0% | +31.9% | -28.9% | -2.5% |
| YTD | -6.7% | +72.1% | -78.8% | -15.4% |
| 1Y | -10.1% | +65.7% | -75.7% | -19.3% |
| 3Y | +33.0% | +97.5% | -64.4% | +5.8% |
| All | -41.1% | -36.2% | -4.9% | -56.5% |
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 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