+103.3%
RIOT vs IWD
+71.7%
+31.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.9% | +4.5% |
| 7D | +25.1% | -0.2% | +25.3% | +25.9% |
| 30D | +8.5% | -0.8% | +9.3% | +10.4% |
| 3M | -13.4% | +8.0% | -21.4% | -32.6% |
| 6M | +57.1% | +18.2% | +39.0% | -4.1% |
| YTD | +75.7% | +22.3% | +53.4% | -1.3% |
| 1Y | +65.6% | +28.9% | +36.7% | -18.9% |
| 3Y | +103.3% | +71.5% | +31.8% | -47.7% |
| All | +103.3% | +71.7% | +31.6% | -47.7% |
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 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