+603.9%
RIOT vs U
-41.4%
+645.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.5% | -2.0% | +0.2% |
| 7D | -1.5% | +5.5% | -7.0% | -4.2% |
| 30D | +5.7% | -1.3% | +6.9% | +6.0% |
| 3M | -17.9% | +64.6% | -82.4% | -38.0% |
| 6M | +45.0% | +119.4% | -74.4% | -8.6% |
| YTD | +69.5% | -0.5% | +69.9% | +52.1% |
| 1Y | +37.2% | +1.3% | +35.9% | +20.1% |
| 3Y | +111.7% | +15.6% | +96.1% | +51.0% |
| 5Y | -27.5% | -67.5% | +39.9% | -2.0% |
| All | +603.9% | -41.4% | +645.3% | +693.5% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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