+770.1%
RIOT vs HUM
+136.7%
+633.3%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.2% | -5.3% | -5.1% |
| 7D | -0.9% | -1.4% | +0.5% | -0.5% |
| 30D | +3.5% | +7.5% | -4.0% | +1.3% |
| 3M | -13.0% | +10.2% | -23.2% | -15.6% |
| 6M | +43.1% | +132.5% | -89.4% | +9.4% |
| YTD | +65.4% | +57.6% | +7.7% | +39.5% |
| 1Y | +27.7% | +48.6% | -20.8% | +9.3% |
| 3Y | +91.3% | -11.2% | +102.5% | +88.7% |
| 5Y | -29.3% | +4.8% | -34.1% | -37.0% |
| 10Y | +496.3% | +147.1% | +349.2% | +259.8% |
| All | +770.1% | +136.7% | +633.3% | +394.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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