+171.7%
IWM vs RIOT
+529.7%
-358.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.3% |
| 7D | -1.1% | +18.4% | -19.6% | -2.5% |
| 30D | -3.1% | +13.8% | -16.9% | -4.3% |
| 3M | +2.2% | -12.7% | +15.0% | +2.5% |
| 6M | +15.1% | +50.1% | -35.1% | +10.1% |
| YTD | +18.6% | +74.2% | -55.6% | +11.5% |
| 1Y | +24.0% | +45.1% | -21.1% | +17.5% |
| 3Y | +63.7% | +101.6% | -37.8% | +44.7% |
| 5Y | +38.2% | -29.6% | +67.8% | +22.2% |
| 10Y | +171.7% | +528.1% | -356.4% | +89.0% |
| All | +171.7% | +529.7% | -358.0% | +89.0% |
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 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