-10.5%
ISRG vs RIOT
-21.9%
+11.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +9.6% | -0.2% | +9.1% |
| 7D | +8.5% | +6.4% | +2.2% | +8.2% |
| 30D | +18.6% | -20.4% | +39.0% | +19.1% |
| 3M | +30.9% | -28.7% | +59.6% | +31.7% |
| 6M | +6.6% | -17.7% | +24.3% | +4.6% |
| YTD | -14.9% | +21.3% | -36.2% | -18.4% |
| 1Y | -10.5% | -20.3% | +9.7% | -13.0% |
| All | -10.5% | -21.9% | +11.4% | -13.0% |
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 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