+633.5%
RIOT vs D
+43.9%
+589.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.5% | +6.2% | +5.8% |
| 7D | +49.2% | +0.8% | +48.4% | +48.9% |
| 30D | +4.6% | +10.7% | -6.1% | +2.2% |
| 3M | -13.9% | +2.3% | -16.2% | -14.5% |
| 6M | -26.7% | +12.5% | -39.2% | -28.9% |
| YTD | +39.4% | +20.1% | +19.3% | +32.9% |
| 1Y | +3.8% | +15.6% | -11.7% | -0.2% |
| 3Y | +73.0% | +75.2% | -2.2% | +48.1% |
| 5Y | -55.7% | +14.6% | -70.3% | -58.4% |
| 10Y | +685.8% | +43.8% | +642.1% | +625.7% |
| All | +633.5% | +43.9% | +589.5% | +552.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling