+633.5%
RIOT vs HAS
+118.4%
+515.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.7% | +4.0% | +4.8% |
| 7D | +49.2% | +2.2% | +47.0% | +47.6% |
| 30D | +4.6% | +29.6% | -25.0% | -9.7% |
| 3M | -13.9% | +30.3% | -44.2% | -26.4% |
| 6M | -26.7% | +25.6% | -52.3% | -36.8% |
| YTD | +39.4% | +50.8% | -11.4% | +7.8% |
| 1Y | +3.8% | +63.0% | -59.2% | -23.3% |
| 3Y | +73.0% | +211.6% | -138.6% | -12.5% |
| 5Y | -55.7% | +50.4% | -106.1% | -66.7% |
| 10Y | +685.8% | +101.9% | +584.0% | +386.9% |
| All | +633.5% | +118.4% | +515.1% | +374.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling