-49.5%
RIOT vs HTZ
-92.5%
+43.0%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +9.3% | -8.2% | -1.3% |
| 7D | +18.9% | -27.4% | +46.4% | +27.6% |
| 30D | +11.0% | -11.4% | +22.3% | +13.1% |
| 3M | -9.7% | -33.1% | +23.4% | -2.7% |
| 6M | -27.9% | -73.5% | +45.6% | -5.9% |
| YTD | +44.3% | -68.1% | +112.4% | +76.1% |
| 1Y | +13.3% | -74.3% | +87.6% | +46.1% |
| 3Y | +76.4% | -80.9% | +157.3% | +108.2% |
| 5Y | -53.8% | -93.8% | +40.0% | -12.8% |
| All | -49.5% | -92.5% | +43.0% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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