+65.7%
RIOT vs IWD
+30.5%
+35.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.8% | +5.3% |
| 7D | +14.8% | -0.3% | +15.1% | +16.1% |
| 30D | +1.4% | +0.6% | +0.8% | -1.3% |
| 3M | -20.6% | +7.2% | -27.9% | -39.0% |
| 6M | +31.9% | +16.2% | +15.7% | -24.6% |
| YTD | +72.1% | +23.3% | +48.7% | -17.0% |
| 1Y | +65.7% | +29.6% | +36.1% | -25.3% |
| All | +65.7% | +30.5% | +35.2% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling