+357.7%
IGV vs RIOT
+527.0%
-169.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.5% | -2.2% | +0.1% |
| 7D | -2.9% | -1.5% | -1.4% | -2.8% |
| 30D | -1.5% | +5.7% | -7.2% | -2.2% |
| 3M | +11.7% | -17.9% | +29.5% | +12.4% |
| 6M | +18.4% | +45.0% | -26.5% | +12.9% |
| YTD | -3.9% | +69.5% | -73.4% | -10.2% |
| 1Y | -9.7% | +37.2% | -46.9% | -14.6% |
| 3Y | +38.4% | +111.7% | -73.3% | +19.9% |
| 5Y | +21.6% | -27.5% | +49.1% | +5.8% |
| All | +357.7% | +527.0% | -169.2% | +224.0% |
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