+111.7%
RIOT vs SHEL
+70.5%
+41.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.6% | +2.0% |
| 7D | -1.5% | +4.1% | -5.6% | -3.7% |
| 30D | +5.7% | +8.4% | -2.7% | +0.8% |
| 3M | -17.9% | +13.7% | -31.6% | -24.2% |
| 6M | +45.0% | +12.7% | +32.3% | +31.8% |
| YTD | +69.5% | +35.3% | +34.1% | +32.4% |
| 1Y | +37.2% | +39.4% | -2.2% | +5.0% |
| 3Y | +111.7% | +71.5% | +40.3% | +28.8% |
| All | +111.7% | +70.5% | +41.2% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 3y: compounded portfolio wealth divided by compounded SHEL 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…
3y analysis · Full analysis span regression · 6 months rolling