+619.6%
RIOT vs URI
+1,173.3%
-553.7%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.5% | -0.8% |
| 7D | +4.8% | +6.7% | -1.9% | 0.0% |
| 30D | +16.0% | +8.9% | +7.2% | +8.5% |
| 3M | -8.8% | +0.5% | -9.3% | -10.0% |
| 6M | -29.7% | +20.7% | -50.4% | -39.1% |
| YTD | +38.3% | +40.0% | -1.8% | +3.0% |
| 1Y | +26.2% | +34.4% | -8.2% | -2.9% |
| 3Y | +79.0% | +149.5% | -70.5% | -9.5% |
| 5Y | -60.4% | +205.6% | -265.9% | -82.4% |
| All | +619.6% | +1,173.3% | -553.7% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling