+485.8%
RIOT vs SSNC
+173.6%
+312.2%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.8% | +1.0% |
| 7D | -1.5% | -4.0% | +2.5% | +2.0% |
| 30D | +5.7% | +0.5% | +5.1% | +4.8% |
| 3M | -17.9% | +18.9% | -36.8% | -32.9% |
| 6M | +45.0% | +10.8% | +34.1% | +25.1% |
| YTD | +69.5% | -7.1% | +76.6% | +70.9% |
| 1Y | +37.2% | -9.6% | +46.8% | +41.4% |
| 3Y | +111.7% | +51.1% | +60.7% | +37.9% |
| 5Y | -27.5% | +19.7% | -47.2% | -38.2% |
| All | +485.8% | +173.6% | +312.2% | +310.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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