+485.8%
RIOT vs BDX
+59.3%
+426.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.7% | +2.2% |
| 7D | -1.5% | -3.2% | +1.6% | -0.3% |
| 30D | +5.7% | -2.5% | +8.2% | +6.6% |
| 3M | -17.9% | +21.4% | -39.3% | -25.4% |
| 6M | +45.0% | +10.4% | +34.6% | +37.3% |
| YTD | +69.5% | +18.8% | +50.6% | +54.7% |
| 1Y | +37.2% | +21.7% | +15.5% | +23.6% |
| 3Y | +111.7% | -10.0% | +121.7% | +115.6% |
| 5Y | -27.5% | -1.8% | -25.7% | -29.8% |
| All | +485.8% | +59.3% | +426.5% | +484.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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