+824.5%
RIOT vs SHW
+279.6%
+544.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.3% | +4.4% | +3.7% |
| 7D | +25.1% | -1.2% | +26.3% | +26.1% |
| 30D | +8.5% | -11.6% | +20.1% | +17.9% |
| 3M | -13.4% | +9.1% | -22.5% | -19.5% |
| 6M | +57.1% | -0.7% | +57.8% | +56.9% |
| YTD | +75.7% | +1.4% | +74.3% | +72.4% |
| 1Y | +65.6% | -12.3% | +77.9% | +76.9% |
| 3Y | +103.3% | +23.4% | +79.9% | +68.9% |
| 5Y | -26.7% | +15.0% | -41.8% | -37.0% |
| 10Y | +527.2% | +278.3% | +248.9% | +226.7% |
| All | +824.5% | +279.6% | +544.9% | +364.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling