+103.3%
RIOT vs U
+11.6%
+91.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.5% | +1.1% |
| 7D | +25.1% | +4.5% | +20.7% | +23.1% |
| 30D | +8.5% | -0.6% | +9.1% | +8.4% |
| 3M | -13.4% | +48.4% | -61.8% | -27.1% |
| 6M | +57.1% | +115.4% | -58.2% | +11.4% |
| YTD | +75.7% | -3.2% | +78.9% | +66.8% |
| 1Y | +65.6% | -6.0% | +71.7% | +57.6% |
| 3Y | +103.3% | +13.5% | +89.8% | +80.1% |
| All | +103.3% | +11.6% | +91.7% | +80.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling