-55.7%
RIOT vs OVV
+85.0%
-140.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | 0.0% | +5.7% | +5.7% |
| 7D | +49.2% | -10.7% | +59.9% | +55.7% |
| 30D | +4.6% | -5.3% | +9.9% | +5.9% |
| 3M | -13.9% | +2.4% | -16.3% | -17.0% |
| 6M | -26.7% | +5.7% | -32.3% | -31.3% |
| YTD | +39.4% | +56.8% | -17.4% | +3.7% |
| 1Y | +3.8% | +59.3% | -55.5% | -23.8% |
| 3Y | +73.0% | +49.0% | +24.0% | +27.0% |
| 5Y | -55.7% | +88.1% | -143.8% | -74.6% |
| All | -55.7% | +85.0% | -140.7% | -74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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