+770.1%
RIOT vs IQV
+298.2%
+471.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.1% | -5.2% | -5.2% |
| 7D | -0.9% | -5.3% | +4.4% | +3.0% |
| 30D | +3.5% | +5.5% | -2.0% | -0.4% |
| 3M | -13.0% | +41.2% | -54.2% | -36.7% |
| 6M | +43.1% | +50.5% | -7.4% | -2.2% |
| YTD | +65.4% | +14.1% | +51.2% | +39.9% |
| 1Y | +27.7% | +39.9% | -12.2% | -10.8% |
| 3Y | +91.3% | +20.5% | +70.8% | +47.3% |
| 5Y | -29.3% | -1.2% | -28.0% | -34.1% |
| 10Y | +496.3% | +233.9% | +262.4% | +255.7% |
| All | +770.1% | +298.2% | +471.9% | +456.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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