+48.5%
PFE vs RIOT
+747.2%
-698.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.5% | +0.4% | -2.1% |
| 7D | -2.1% | +20.8% | -22.9% | -2.4% |
| 30D | +3.1% | +7.0% | -3.9% | +2.9% |
| 3M | +11.2% | -12.3% | +23.4% | +11.2% |
| 6M | +15.0% | -27.3% | +42.3% | +15.3% |
| YTD | +23.5% | +40.7% | -17.2% | +22.2% |
| 1Y | +18.9% | +15.3% | +3.6% | +17.9% |
| 3Y | +18.7% | +72.1% | -53.4% | +15.3% |
| 5Y | -24.0% | -59.7% | +35.6% | -25.9% |
| All | +48.5% | +747.2% | -698.7% | +32.2% |
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