+65.7%
RIOT vs IYR
+8.4%
+57.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.8% | +3.6% |
| 7D | +14.8% | -1.2% | +16.0% | +15.8% |
| 30D | +1.4% | -2.9% | +4.2% | +3.4% |
| 3M | -20.6% | +0.8% | -21.5% | -23.9% |
| 6M | +31.9% | +1.9% | +30.0% | +22.9% |
| YTD | +72.1% | +9.6% | +62.4% | +51.5% |
| 1Y | +65.7% | +8.1% | +57.6% | +48.9% |
| All | +65.7% | +8.4% | +57.3% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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