+111.7%
RIOT vs EQH
+100.2%
+11.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.4% | +1.1% | +1.2% |
| 7D | -1.5% | +0.7% | -2.2% | -2.3% |
| 30D | +5.7% | +2.8% | +2.8% | +2.3% |
| 3M | -17.9% | +23.1% | -41.0% | -34.1% |
| 6M | +45.0% | +41.4% | +3.6% | -1.2% |
| YTD | +69.5% | +14.3% | +55.2% | +44.1% |
| 1Y | +37.2% | +1.6% | +35.6% | +31.6% |
| 3Y | +111.7% | +102.7% | +9.0% | +10.5% |
| All | +111.7% | +100.2% | +11.5% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 3y: compounded portfolio wealth divided by compounded EQH 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…
3y analysis · Full analysis span regression · 6 months rolling