+74.5%
RIOT vs IWD
+85.4%
-10.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.3% |
| 7D | +29.0% | +1.6% | +27.4% | +23.5% |
| 30D | +7.1% | +3.6% | +3.5% | -3.4% |
| 3M | -6.8% | +2.0% | -8.9% | -12.7% |
| 6M | -24.9% | +13.1% | -38.0% | -48.7% |
| YTD | +42.7% | +26.2% | +16.5% | -26.8% |
| 1Y | +4.4% | +29.6% | -25.2% | -50.2% |
| 3Y | +74.5% | +84.3% | -9.8% | -58.2% |
| All | +74.5% | +85.4% | -10.9% | -58.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling