+536.3%
ISRG vs RIOT
+670.6%
-134.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.7% | -4.0% | +1.3% |
| 7D | +5.4% | +49.2% | -43.7% | +2.3% |
| 30D | +8.6% | +4.6% | +4.0% | +7.9% |
| 3M | +21.6% | -13.9% | +35.5% | +21.8% |
| 6M | +2.3% | -26.7% | +29.0% | +2.9% |
| YTD | -18.7% | +39.4% | -58.1% | -22.7% |
| 1Y | -17.8% | +3.8% | -21.6% | -20.4% |
| 3Y | +69.1% | +73.0% | -3.9% | +49.7% |
| 5Y | +26.5% | -55.7% | +82.2% | +13.5% |
| 10Y | +536.3% | +685.8% | -149.6% | +360.9% |
| All | +536.3% | +670.6% | -134.3% | +360.9% |
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