-29.3%
RIOT vs DOW
-36.0%
+6.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.8% | -5.9% | -5.5% |
| 7D | -0.9% | -2.4% | +1.5% | +0.4% |
| 30D | +3.5% | -4.1% | +7.6% | +5.5% |
| 3M | -13.0% | -12.4% | -0.6% | -7.7% |
| 6M | +43.1% | -10.6% | +53.7% | +39.8% |
| YTD | +65.4% | +31.1% | +34.3% | +17.4% |
| 1Y | +27.7% | +30.5% | -2.8% | -10.5% |
| 3Y | +91.3% | -34.4% | +125.7% | +146.3% |
| 5Y | -29.3% | -35.5% | +6.2% | -2.7% |
| All | -29.3% | -36.0% | +6.7% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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