+485.8%
RIOT vs IBN
+324.2%
+161.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.9% | +0.6% | +1.4% |
| 7D | -1.5% | -3.0% | +1.5% | +0.3% |
| 30D | +5.7% | -1.5% | +7.2% | +6.6% |
| 3M | -17.9% | +7.9% | -25.8% | -21.5% |
| 6M | +45.0% | +8.6% | +36.3% | +39.1% |
| YTD | +69.5% | -0.6% | +70.0% | +71.2% |
| 1Y | +37.2% | -7.3% | +44.5% | +43.3% |
| 3Y | +111.7% | +26.2% | +85.5% | +83.1% |
| 5Y | -27.5% | +57.8% | -85.4% | -42.4% |
| All | +485.8% | +324.2% | +161.6% | +240.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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