-20.3%
RIOT vs SCHW
+1.9%
-22.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +4.6% | +5.0% | +7.8% |
| 7D | +6.4% | +5.2% | +1.2% | +4.5% |
| 30D | -20.4% | -4.7% | -15.8% | -19.3% |
| 3M | -28.7% | -11.9% | -16.8% | -26.4% |
| 6M | -17.7% | +2.7% | -20.5% | -23.0% |
| YTD | +21.3% | -5.6% | +26.9% | +18.9% |
| 1Y | -20.3% | +0.8% | -21.0% | -28.5% |
| All | -20.3% | +1.9% | -22.2% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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