+816.6%
RIOT vs BEN
+44.2%
+772.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.7% | +0.4% |
| 7D | +18.4% | +3.4% | +15.1% | +15.4% |
| 30D | +13.8% | +1.8% | +12.0% | +12.3% |
| 3M | -12.7% | +8.4% | -21.1% | -18.1% |
| 6M | +50.1% | +35.6% | +14.5% | +16.9% |
| YTD | +74.2% | +46.4% | +27.8% | +26.7% |
| 1Y | +45.1% | +46.3% | -1.2% | +5.3% |
| 3Y | +101.6% | +54.6% | +46.9% | +41.4% |
| 5Y | -29.6% | +39.4% | -69.0% | -42.8% |
| 10Y | +528.1% | +57.6% | +470.6% | +333.9% |
| All | +816.6% | +44.2% | +772.4% | +509.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling