+33.9%
RIOT vs MUB
-0.2%
+34.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.3% | -1.3% |
| 7D | -0.9% | -1.2% | +0.3% | +5.7% |
| 30D | +3.5% | -2.8% | +6.3% | +19.8% |
| 3M | -13.0% | -3.1% | -9.9% | +2.9% |
| 6M | +43.1% | -2.9% | +46.0% | +64.0% |
| YTD | +65.4% | -2.0% | +67.4% | +94.8% |
| All | +33.9% | -0.2% | +34.1% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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