+816.6%
RIOT vs TRI
+200.2%
+616.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | +0.1% |
| 7D | +18.4% | -8.4% | +26.8% | +23.3% |
| 30D | +13.8% | -6.5% | +20.2% | +16.5% |
| 3M | -12.7% | +18.6% | -31.3% | -26.3% |
| 6M | +50.1% | -10.4% | +60.6% | +48.0% |
| YTD | +74.2% | -23.7% | +97.9% | +90.1% |
| 1Y | +45.1% | -42.5% | +87.6% | +100.6% |
| 3Y | +101.6% | -19.3% | +120.8% | +93.4% |
| 5Y | -29.6% | -9.7% | -19.9% | -38.0% |
| 10Y | +528.1% | +194.4% | +333.7% | +137.4% |
| All | +816.6% | +200.2% | +616.4% | +240.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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