+269.4%
HPE vs RIOT
+104.4%
+165.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +5.3% |
| 7D | +13.6% | +18.4% | -4.8% | +10.5% |
| 30D | +7.7% | +13.8% | -6.0% | +5.1% |
| 3M | +22.4% | -12.7% | +35.1% | +23.4% |
| 6M | +172.6% | +50.1% | +122.5% | +150.6% |
| YTD | +147.5% | +74.2% | +73.3% | +119.0% |
| 1Y | +151.8% | +45.1% | +106.7% | +127.0% |
| All | +269.4% | +104.4% | +165.0% | +186.8% |
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