-46.3%
RIOT vs DOCS
-19.3%
-27.0%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.5% | -1.4% | +0.2% |
| 7D | +18.9% | -4.2% | +23.1% | +20.7% |
| 30D | +11.0% | +8.6% | +2.4% | +7.9% |
| 3M | -9.7% | +27.2% | -36.9% | -18.2% |
| 6M | -27.9% | +26.5% | -54.4% | -37.9% |
| YTD | +44.3% | -25.0% | +69.3% | +50.0% |
| 1Y | +13.3% | -37.0% | +50.2% | +26.3% |
| 3Y | +76.4% | +39.4% | +37.0% | +20.6% |
| 5Y | -53.8% | -56.7% | +2.9% | -53.2% |
| All | -46.3% | -19.3% | -27.0% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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