-7.5%
IGV vs RIOT
-21.9%
+14.4%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +9.6% | -8.8% | +0.1% |
| 7D | -7.5% | +6.4% | -13.8% | -8.1% |
| 30D | -5.6% | -20.4% | +14.8% | -4.4% |
| 3M | +1.5% | -28.7% | +30.2% | +3.3% |
| 6M | +17.1% | -17.7% | +34.8% | +15.4% |
| YTD | -2.0% | +21.3% | -23.3% | -10.4% |
| 1Y | -7.5% | -20.3% | +12.7% | -8.7% |
| All | -7.5% | -21.9% | +14.4% | -8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling