+528.1%
RIOT vs HAS
+54.3%
+473.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | 0.0% |
| 7D | +18.4% | -4.8% | +23.3% | +21.7% |
| 30D | +13.8% | -5.1% | +18.9% | +17.0% |
| 3M | -12.7% | +6.4% | -19.1% | -16.4% |
| 6M | +50.1% | -5.6% | +55.8% | +53.2% |
| YTD | +74.2% | +11.0% | +63.2% | +60.7% |
| 1Y | +45.1% | +16.8% | +28.3% | +29.5% |
| 3Y | +101.6% | +44.0% | +57.5% | +55.6% |
| 5Y | -29.6% | +11.0% | -40.6% | -37.0% |
| 10Y | +528.1% | +56.0% | +472.1% | +318.6% |
| All | +528.1% | +54.3% | +473.9% | +318.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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