-23.2%
ISRG vs RIOT
+8.3%
-31.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.5% | +0.3% | -2.1% |
| 7D | -6.1% | +20.8% | -26.9% | -6.6% |
| 30D | +4.2% | +7.0% | -2.7% | +3.9% |
| 3M | +9.6% | -12.3% | +21.9% | +9.6% |
| 6M | +1.9% | -27.3% | +29.1% | +1.9% |
| YTD | -22.3% | +40.7% | -63.1% | -25.9% |
| 1Y | -23.2% | +15.3% | -38.5% | -27.0% |
| All | -23.2% | +8.3% | -31.4% | -27.0% |
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