-29.3%
RIOT vs SHW
+11.7%
-41.0%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.0% | -4.1% | -4.3% |
| 7D | -0.9% | -4.5% | +3.6% | +2.4% |
| 30D | +3.5% | -12.7% | +16.2% | +14.2% |
| 3M | -13.0% | +4.7% | -17.7% | -17.3% |
| 6M | +43.1% | -3.4% | +46.5% | +45.6% |
| YTD | +65.4% | -1.3% | +66.7% | +64.8% |
| 1Y | +27.7% | -10.4% | +38.1% | +35.4% |
| 3Y | +91.3% | +20.1% | +71.2% | +54.9% |
| 5Y | -29.3% | +10.5% | -39.8% | -45.9% |
| All | -29.3% | +11.7% | -41.0% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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