+485.8%
RIOT vs EQT
+50.4%
+435.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.6% | +4.1% | +3.0% |
| 7D | -1.5% | -2.0% | +0.5% | -0.9% |
| 30D | +5.7% | 0.0% | +5.6% | +5.5% |
| 3M | -17.9% | +5.9% | -23.8% | -19.6% |
| 6M | +45.0% | -14.8% | +59.8% | +51.1% |
| YTD | +69.5% | +1.8% | +67.7% | +66.2% |
| 1Y | +37.2% | +7.4% | +29.8% | +32.5% |
| 3Y | +111.7% | +33.6% | +78.1% | +91.8% |
| 5Y | -27.5% | +199.3% | -226.8% | -46.5% |
| All | +485.8% | +50.4% | +435.4% | +316.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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