+619.6%
RIOT vs IWD
+203.0%
+416.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -2.0% | -2.2% |
| 7D | +4.8% | +2.3% | +2.6% | +0.4% |
| 30D | +16.0% | +3.6% | +12.4% | +8.5% |
| 3M | -8.8% | +2.2% | -11.0% | -12.6% |
| 6M | -29.7% | +13.0% | -42.7% | -44.8% |
| YTD | +38.3% | +26.5% | +11.8% | -10.1% |
| 1Y | +26.2% | +30.1% | -3.9% | -22.1% |
| 3Y | +79.0% | +84.9% | -5.9% | -35.8% |
| 5Y | -60.4% | +73.4% | -133.7% | -81.8% |
| All | +619.6% | +203.0% | +416.6% | +189.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling