+79.0%
RIOT vs MUB
+9.9%
+69.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.4% | -1.2% |
| 7D | +4.8% | -1.3% | +6.1% | +6.9% |
| 30D | +16.0% | +2.2% | +13.8% | +12.1% |
| 3M | -8.8% | -1.6% | -7.2% | -5.9% |
| 6M | -29.7% | -1.3% | -28.4% | -27.7% |
| YTD | +38.3% | -0.7% | +38.9% | +41.8% |
| 1Y | +26.2% | -0.2% | +26.4% | +29.0% |
| 3Y | +79.0% | +9.6% | +69.3% | +71.9% |
| All | +79.0% | +9.9% | +69.0% | +71.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling