-29.6%
RIOT vs URA
+132.7%
-162.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.5% | +0.4% |
| 7D | +18.4% | +5.7% | +12.7% | +12.8% |
| 30D | +13.8% | +5.6% | +8.2% | +8.3% |
| 3M | -12.7% | +6.2% | -19.0% | -16.5% |
| 6M | +50.1% | -8.2% | +58.4% | +63.5% |
| YTD | +74.2% | +9.7% | +64.5% | +65.0% |
| 1Y | +45.1% | +17.0% | +28.1% | +26.3% |
| 3Y | +101.6% | +118.5% | -16.9% | -9.6% |
| 5Y | -29.6% | +134.3% | -163.9% | -67.2% |
| All | -29.6% | +132.7% | -162.3% | -67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 5y: compounded portfolio wealth divided by compounded URA 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…
5y analysis · Full analysis span regression · 6 months rolling