-50.9%
RIOT vs DOCS
-21.0%
-29.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -2.0% | +15.2% | +13.9% |
| 7D | +30.4% | -0.8% | +31.2% | +30.8% |
| 30D | -9.9% | +17.4% | -27.3% | -15.0% |
| 3M | -21.2% | +57.4% | -78.6% | -35.8% |
| 6M | -29.5% | +26.5% | -56.0% | -39.4% |
| YTD | +31.9% | -26.6% | +58.5% | +38.2% |
| 1Y | -3.6% | -48.1% | +44.4% | +16.0% |
| 3Y | +51.8% | +52.6% | -0.9% | -1.9% |
| 5Y | -46.9% | -52.1% | +5.1% | -46.8% |
| All | -50.9% | -21.0% | -29.8% | -50.9% |
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