+38.9%
IGV vs RIOT
+104.4%
-65.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.7% |
| 7D | -1.5% | +18.4% | -20.0% | -3.4% |
| 30D | -3.0% | +13.8% | -16.8% | -4.8% |
| 3M | +9.6% | -12.7% | +22.3% | +9.8% |
| 6M | +16.1% | +50.1% | -34.0% | +7.7% |
| YTD | -3.6% | +74.2% | -77.8% | -13.2% |
| 1Y | -7.8% | +45.1% | -52.9% | -16.0% |
| All | +38.9% | +104.4% | -65.5% | +10.4% |
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 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