+614.8%
RIOT vs U
-44.5%
+659.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.1% | +3.6% |
| 7D | +14.8% | -3.8% | +18.6% | +17.3% |
| 30D | +1.4% | +17.5% | -16.1% | -8.1% |
| 3M | -20.6% | +38.7% | -59.4% | -34.4% |
| 6M | +31.9% | +104.4% | -72.5% | -13.8% |
| YTD | +72.1% | -5.7% | +77.7% | +58.8% |
| 1Y | +65.7% | +3.7% | +62.0% | +41.8% |
| 3Y | +97.5% | +12.3% | +85.1% | +42.4% |
| 5Y | -36.7% | -68.8% | +32.1% | -12.7% |
| All | +614.8% | -44.5% | +659.2% | +728.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling