+302.9%
MRK vs RIOT
+980.6%
-677.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.4% | -1.3% |
| 7D | -0.9% | +25.1% | -26.1% | -1.2% |
| 30D | +15.5% | +8.5% | +7.0% | +15.3% |
| 3M | +25.1% | -13.4% | +38.5% | +25.2% |
| 6M | +30.1% | +57.1% | -27.1% | +29.0% |
| YTD | +43.1% | +75.7% | -32.6% | +41.5% |
| 1Y | +82.5% | +65.6% | +16.8% | +80.2% |
| 3Y | +49.3% | +103.3% | -54.0% | +45.5% |
| 5Y | +130.3% | -26.7% | +157.0% | +124.7% |
| 10Y | +234.3% | +527.2% | -292.8% | +198.9% |
| All | +302.9% | +980.6% | -677.7% | +260.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling