-26.7%
RIOT vs DLTR
+30.4%
-57.1%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.6% |
| 7D | -1.5% | -10.1% | +8.6% | +1.5% |
| 30D | +5.7% | -8.1% | +13.8% | +7.7% |
| 3M | -17.9% | +2.9% | -20.7% | -19.9% |
| 6M | +45.0% | +4.3% | +40.6% | +39.6% |
| YTD | +69.5% | -3.9% | +73.4% | +67.7% |
| 1Y | +37.2% | +18.9% | +18.3% | +26.5% |
| 3Y | +111.7% | +1.9% | +109.8% | +104.5% |
| All | -26.7% | +30.4% | -57.1% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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