+805.4%
RIOT vs URA
+338.5%
+466.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.3% | +2.4% |
| 7D | +14.8% | +1.1% | +13.7% | +14.1% |
| 30D | +1.4% | +7.4% | -6.0% | -5.1% |
| 3M | -20.6% | -8.4% | -12.2% | -13.1% |
| 6M | +31.9% | -12.7% | +44.6% | +50.8% |
| YTD | +72.1% | +7.8% | +64.3% | +65.5% |
| 1Y | +65.7% | +19.5% | +46.2% | +41.6% |
| 3Y | +97.5% | +116.4% | -19.0% | -9.3% |
| 5Y | -36.7% | +134.3% | -171.0% | -72.3% |
| 10Y | +550.1% | +359.3% | +190.9% | +61.6% |
| All | +805.4% | +338.5% | +466.9% | +130.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling