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  • RIOT vs PH✓SelectedUSD · PHRIOT vs PH performance historyLatest closeAs of+3.12%09/04
Stock and ETF performance explorer

RIOT vs PH

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+65.7%
PH return
+30.5%
Excess return
+35.1%
Maximum drawdown
-48.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioPHExcessAlpha
1D+3.1%-0.2%+3.3%+3.3%
7D+14.8%-3.1%+17.9%+17.9%
30D+1.4%-3.2%+4.6%+3.5%
3M-20.6%+10.6%-31.2%-26.8%
6M+31.9%-2.1%+34.0%+32.3%
YTD+72.1%+10.2%+61.9%+65.7%
1Y+65.7%+28.2%+37.4%+50.1%
All+65.7%+30.5%+35.1%+50.1%

Cumulative growth

Daily Returns

Daily percentage return beside PH.

Daily Out/Under-Performance

Portfolio return minus PH return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × PH 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 PH 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