+111.7%
RIOT vs NVS
+54.2%
+57.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.5% |
| 7D | -1.5% | -14.3% | +12.8% | -0.9% |
| 30D | +5.7% | -10.0% | +15.6% | +5.8% |
| 3M | -17.9% | -10.9% | -7.0% | -17.8% |
| 6M | +45.0% | -12.0% | +56.9% | +44.6% |
| YTD | +69.5% | +2.5% | +66.9% | +69.6% |
| 1Y | +37.2% | +10.7% | +26.5% | +38.0% |
| 3Y | +111.7% | +53.3% | +58.4% | +104.5% |
| All | +111.7% | +54.2% | +57.5% | +104.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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