+640.8%
RIOT vs INVH
+75.4%
+565.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.5% |
| 7D | -1.5% | -3.0% | +1.5% | +0.8% |
| 30D | +5.7% | -7.5% | +13.2% | +11.6% |
| 3M | -17.9% | -5.5% | -12.3% | -15.5% |
| 6M | +45.0% | +11.7% | +33.3% | +30.3% |
| YTD | +69.5% | +1.3% | +68.1% | +62.9% |
| 1Y | +37.2% | -6.1% | +43.3% | +38.7% |
| 3Y | +111.7% | -9.8% | +121.5% | +121.5% |
| 5Y | -27.5% | -19.7% | -7.8% | -15.1% |
| All | +640.8% | +75.4% | +565.4% | +473.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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