+245.4%
NEE vs RIOT
+511.8%
-266.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.1% | +4.8% | -0.1% |
| 7D | -1.9% | -0.9% | -1.0% | -1.9% |
| 30D | -3.1% | +3.5% | -6.6% | -3.3% |
| 3M | -2.4% | -13.0% | +10.6% | -2.3% |
| 6M | -8.6% | +43.1% | -51.7% | -9.9% |
| YTD | +4.9% | +65.4% | -60.4% | +2.9% |
| 1Y | +19.4% | +27.7% | -8.4% | +17.6% |
| 3Y | +34.9% | +91.3% | -56.5% | +29.0% |
| 5Y | +11.0% | -29.3% | +40.3% | +5.6% |
| All | +245.4% | +511.8% | -266.4% | +201.5% |
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