+659.2%
RIOT vs IBB
+163.6%
+495.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +0.5% |
| 7D | +18.9% | -1.4% | +20.3% | +21.3% |
| 30D | +11.0% | +6.8% | +4.2% | +2.1% |
| 3M | -9.7% | +9.2% | -18.9% | -20.2% |
| 6M | -27.9% | +28.3% | -56.2% | -49.7% |
| YTD | +44.3% | +29.4% | +14.9% | +1.4% |
| 1Y | +13.3% | +33.2% | -19.9% | -23.2% |
| 3Y | +76.4% | +90.2% | -13.7% | -24.2% |
| 5Y | -53.8% | +44.0% | -97.7% | -68.2% |
| 10Y | +670.6% | +133.1% | +537.5% | +336.0% |
| All | +659.2% | +163.6% | +495.6% | +335.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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