-26.7%
RIOT vs FISV
-53.5%
+26.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.4% | -2.9% | +0.3% |
| 7D | -1.5% | -2.7% | +1.2% | -0.6% |
| 30D | +5.7% | 0.0% | +5.6% | +4.9% |
| 3M | -17.9% | -2.8% | -15.1% | -19.1% |
| 6M | +45.0% | -11.8% | +56.8% | +47.6% |
| YTD | +69.5% | -23.2% | +92.7% | +83.2% |
| 1Y | +37.2% | -62.0% | +99.2% | +100.8% |
| 3Y | +111.7% | -57.6% | +169.3% | +131.1% |
| All | -26.7% | -53.5% | +26.7% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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