+485.8%
RIOT vs BEN
+56.6%
+429.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | -1.5% | -3.1% | +1.6% | +1.2% |
| 30D | +5.7% | +0.2% | +5.5% | +5.8% |
| 3M | -17.9% | +6.8% | -24.7% | -22.2% |
| 6M | +45.0% | +38.1% | +6.9% | +10.5% |
| YTD | +69.5% | +44.3% | +25.1% | +23.7% |
| 1Y | +37.2% | +42.6% | -5.4% | +1.1% |
| 3Y | +111.7% | +52.3% | +59.4% | +48.8% |
| 5Y | -27.5% | +37.6% | -65.2% | -40.9% |
| All | +485.8% | +56.6% | +429.1% | +310.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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