-55.7%
RIOT vs DOCS
-54.3%
-1.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.1% | +4.6% | +5.3% |
| 7D | +49.2% | 0.0% | +49.2% | +49.2% |
| 30D | +4.6% | +7.8% | -3.2% | +1.7% |
| 3M | -13.9% | +20.0% | -33.9% | -21.0% |
| 6M | -26.7% | +26.5% | -53.2% | -37.9% |
| YTD | +39.4% | -25.8% | +65.2% | +46.7% |
| 1Y | +3.8% | -39.5% | +43.3% | +20.0% |
| 3Y | +73.0% | +60.3% | +12.6% | -4.0% |
| 5Y | -55.7% | -57.0% | +1.3% | -49.1% |
| All | -55.7% | -54.3% | -1.3% | -49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling