+45.1%
RIOT vs URI
+7.5%
+37.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.5% |
| 7D | +18.4% | +5.0% | +13.4% | +15.9% |
| 30D | +13.8% | -9.4% | +23.2% | +18.8% |
| 3M | -12.7% | -5.8% | -6.9% | -10.2% |
| 6M | +50.1% | +25.8% | +24.3% | +36.4% |
| YTD | +74.2% | +27.9% | +46.3% | +53.1% |
| 1Y | +45.1% | +9.7% | +35.4% | +32.5% |
| All | +45.1% | +7.5% | +37.6% | +32.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling