+247.2%
HD vs RIOT
+734.3%
-487.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.1% | -0.8% |
| 7D | +5.2% | +29.0% | -23.8% | +4.0% |
| 30D | +20.7% | +7.1% | +13.6% | +20.0% |
| 3M | +0.8% | -6.8% | +7.6% | +0.6% |
| 6M | +12.2% | -24.9% | +37.1% | +12.6% |
| YTD | +4.2% | +42.7% | -38.5% | +1.0% |
| 1Y | -2.6% | +4.4% | -6.9% | -4.5% |
| 3Y | +30.0% | +74.5% | -44.5% | +20.4% |
| 5Y | +8.1% | -50.5% | +58.5% | +0.3% |
| 10Y | +247.2% | +685.8% | -438.7% | +169.4% |
| All | +247.2% | +734.3% | -487.2% | +169.4% |
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