+528.1%
RIOT vs D
+34.1%
+494.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.5% |
| 7D | +18.4% | -0.4% | +18.9% | +18.6% |
| 30D | +13.8% | -2.1% | +15.8% | +14.3% |
| 3M | -12.7% | -0.7% | -12.0% | -12.7% |
| 6M | +50.1% | +5.6% | +44.6% | +47.6% |
| YTD | +74.2% | +14.6% | +59.6% | +67.9% |
| 1Y | +45.1% | +15.3% | +29.8% | +39.7% |
| 3Y | +101.6% | +59.1% | +42.4% | +75.9% |
| 5Y | -29.6% | +3.9% | -33.5% | -32.4% |
| 10Y | +528.1% | +38.5% | +489.6% | +464.3% |
| All | +528.1% | +34.1% | +494.1% | +464.3% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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