+356.0%
ISRG vs RIOT
+576.5%
-220.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.1% | -6.6% | -4.7% |
| 7D | -5.2% | +25.1% | -30.3% | -6.7% |
| 30D | -7.6% | +8.5% | -16.0% | -8.4% |
| 3M | -16.4% | -13.4% | -3.0% | -16.2% |
| 6M | -28.6% | +57.1% | -85.7% | -31.8% |
| YTD | -38.2% | +75.7% | -113.9% | -41.9% |
| 1Y | -25.5% | +65.6% | -91.1% | -30.3% |
| 3Y | +17.4% | +103.3% | -85.9% | +3.2% |
| 5Y | -3.0% | -26.7% | +23.8% | -15.0% |
| 10Y | +356.0% | +527.2% | -171.2% | +214.6% |
| All | +356.0% | +576.5% | -220.5% | +214.6% |
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