-29.6%
RIOT vs BUD
+44.7%
-74.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | +0.3% |
| 7D | +18.4% | -1.3% | +19.7% | +19.3% |
| 30D | +13.8% | -6.1% | +19.9% | +17.2% |
| 3M | -12.7% | -3.8% | -9.0% | -11.7% |
| 6M | +50.1% | +8.2% | +42.0% | +42.7% |
| YTD | +74.2% | +23.6% | +50.6% | +53.8% |
| 1Y | +45.1% | +33.4% | +11.7% | +21.4% |
| 3Y | +101.6% | +45.3% | +56.2% | +56.1% |
| 5Y | -29.6% | +44.3% | -73.9% | -46.7% |
| All | -29.6% | +44.7% | -74.3% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 5y: compounded portfolio wealth divided by compounded BUD 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…
5y analysis · Full analysis span regression · 6 months rolling