-29.3%
RIOT vs PSA
+13.0%
-42.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | 0.0% | -5.1% | -5.1% |
| 7D | -0.9% | -3.6% | +2.7% | +1.3% |
| 30D | +3.5% | -9.4% | +12.9% | +9.8% |
| 3M | -13.0% | -8.2% | -4.8% | -9.9% |
| 6M | +43.1% | -1.8% | +44.9% | +41.8% |
| YTD | +65.4% | +15.7% | +49.6% | +47.4% |
| 1Y | +27.7% | +6.3% | +21.5% | +19.5% |
| 3Y | +91.3% | +21.6% | +69.8% | +51.3% |
| 5Y | -29.3% | +13.5% | -42.7% | -36.2% |
| All | -29.3% | +13.0% | -42.3% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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