+659.2%
RIOT vs URA
+220.3%
+438.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | -0.3% |
| 7D | +18.9% | +2.9% | +16.1% | +15.9% |
| 30D | +11.0% | -10.8% | +21.8% | +24.6% |
| 3M | -9.7% | -25.5% | +15.8% | +19.1% |
| 6M | -27.9% | -41.2% | +13.4% | +18.1% |
| YTD | +44.3% | -21.3% | +65.6% | +86.1% |
| 1Y | +13.3% | -25.7% | +39.0% | +53.9% |
| 3Y | +76.4% | +43.1% | +33.4% | +20.4% |
| 5Y | -53.8% | +35.6% | -89.3% | -65.7% |
| 10Y | +670.6% | +281.3% | +389.3% | +136.7% |
| All | +659.2% | +220.3% | +438.9% | +158.8% |
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