+236.9%
RIOT vs MSFU
+70.7%
+166.2%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.4% |
| 7D | +18.4% | -2.3% | +20.8% | +20.0% |
| 30D | +13.8% | -6.3% | +20.0% | +16.9% |
| 3M | -12.7% | +40.0% | -52.7% | -31.1% |
| 6M | +50.1% | +30.1% | +20.0% | +19.4% |
| YTD | +74.2% | -10.3% | +84.5% | +71.7% |
| 1Y | +45.1% | -19.0% | +64.1% | +53.6% |
| 3Y | +101.6% | +25.8% | +75.8% | +46.6% |
| All | +236.9% | +70.7% | +166.2% | +90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 5y: compounded portfolio wealth divided by compounded MSFU 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…
5y analysis · Full analysis span regression · 6 months rolling