+19.7%
RIOT vs FGI
-74.8%
+94.5%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -25.2% | +23.4% | -0.6% |
| 7D | +4.8% | -14.4% | +19.2% | +5.4% |
| 30D | +16.0% | -11.8% | +27.8% | +16.4% |
| 3M | -8.8% | -46.2% | +37.4% | -6.9% |
| 6M | -29.7% | +5.2% | -34.9% | -32.8% |
| YTD | +38.3% | +10.5% | +27.8% | +26.2% |
| 1Y | +26.2% | +25.5% | +0.7% | +12.6% |
| 3Y | +79.0% | -16.0% | +95.0% | +50.9% |
| All | +19.7% | -74.8% | +94.5% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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