+670.6%
RIOT vs SIMO
+453.3%
+217.3%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +8.7% | -7.6% | -3.0% |
| 7D | +18.9% | +0.9% | +18.0% | +17.8% |
| 30D | +11.0% | -25.4% | +36.4% | +26.4% |
| 3M | -9.7% | -17.8% | +8.1% | -4.1% |
| 6M | -27.9% | -29.6% | +1.7% | -19.9% |
| YTD | +44.3% | +100.3% | -56.0% | -15.7% |
| 1Y | +13.3% | +100.4% | -87.1% | -33.6% |
| 3Y | +76.4% | +246.1% | -169.6% | -24.8% |
| 5Y | -53.8% | +189.8% | -243.6% | -79.9% |
| 10Y | +670.6% | +434.6% | +236.0% | +173.9% |
| All | +670.6% | +453.3% | +217.3% | +173.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 10y: compounded portfolio wealth divided by compounded SIMO 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…
10y analysis · Full analysis span regression · 6 months rolling