+471.6%
RIOT vs PM
+217.1%
+254.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.2% | -7.3% | -5.8% |
| 7D | -0.9% | +1.9% | -2.8% | -1.6% |
| 30D | +3.5% | +1.9% | +1.6% | +2.6% |
| 3M | -13.0% | +4.6% | -17.6% | -15.2% |
| 6M | +43.1% | +11.7% | +31.4% | +35.2% |
| YTD | +65.4% | +20.4% | +45.0% | +51.9% |
| 1Y | +27.7% | +19.0% | +8.8% | +17.0% |
| 3Y | +91.3% | +130.4% | -39.0% | +21.8% |
| 5Y | -29.3% | +131.5% | -160.7% | -55.6% |
| All | +471.6% | +217.1% | +254.5% | +242.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 10y: compounded portfolio wealth divided by compounded PM 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…
10y analysis · Full analysis span regression · 6 months rolling