+485.8%
RIOT vs HAL
+4.5%
+481.2%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +2.8% |
| 7D | -1.5% | -3.3% | +1.8% | +0.1% |
| 30D | +5.7% | +8.2% | -2.5% | +1.6% |
| 3M | -17.9% | -9.4% | -8.4% | -15.0% |
| 6M | +45.0% | +0.6% | +44.3% | +40.7% |
| YTD | +69.5% | +28.6% | +40.9% | +46.0% |
| 1Y | +37.2% | +63.9% | -26.7% | +3.9% |
| 3Y | +111.7% | -7.1% | +118.9% | +105.7% |
| 5Y | -27.5% | +102.3% | -129.8% | -53.6% |
| All | +485.8% | +4.5% | +481.2% | +270.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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