+370.2%
HPE vs RIOT
-29.4%
+399.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +5.2% |
| 7D | +13.6% | +18.4% | -4.8% | +11.1% |
| 30D | +7.7% | +13.8% | -6.0% | +5.6% |
| 3M | +22.4% | -12.7% | +35.1% | +23.3% |
| 6M | +172.6% | +50.1% | +122.5% | +154.8% |
| YTD | +147.5% | +74.2% | +73.3% | +124.5% |
| 1Y | +151.8% | +45.1% | +106.7% | +131.8% |
| 3Y | +267.1% | +101.6% | +165.5% | +203.5% |
| All | +370.2% | -29.4% | +399.6% | +257.9% |
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