+79.0%
RIOT vs HAL
-5.8%
+84.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.1% | -4.9% | -2.9% |
| 7D | +4.8% | +6.1% | -1.2% | +2.4% |
| 30D | +16.0% | +2.9% | +13.1% | +14.3% |
| 3M | -8.8% | +3.3% | -12.1% | -11.0% |
| 6M | -29.7% | -16.9% | -12.8% | -24.7% |
| YTD | +38.3% | +21.2% | +17.1% | +18.1% |
| 1Y | +26.2% | +27.5% | -1.3% | +4.5% |
| 3Y | +79.0% | -6.4% | +85.4% | +75.4% |
| All | +79.0% | -5.8% | +84.7% | +75.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling