-20.3%
RIOT vs IWD
+33.0%
-53.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.6% | +7.0% | +1.8% |
| 7D | +6.4% | +2.5% | +3.8% | -1.3% |
| 30D | -20.4% | +6.0% | -26.4% | -33.4% |
| 3M | -28.7% | +3.8% | -32.5% | -36.8% |
| 6M | -17.7% | +16.3% | -34.1% | -52.9% |
| YTD | +21.3% | +27.5% | -6.2% | -47.3% |
| 1Y | -20.3% | +32.8% | -53.1% | -69.7% |
| All | -20.3% | +33.0% | -53.3% | -69.7% |
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