-26.7%
RIOT vs URI
+206.8%
-233.6%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +1.7% |
| 7D | +25.1% | +2.5% | +22.6% | +22.6% |
| 30D | +8.5% | -12.5% | +21.0% | +21.5% |
| 3M | -13.4% | -6.2% | -7.2% | -8.9% |
| 6M | +57.1% | +25.9% | +31.3% | +22.7% |
| YTD | +75.7% | +26.2% | +49.5% | +33.1% |
| 1Y | +65.6% | +5.5% | +60.1% | +46.9% |
| 3Y | +103.3% | +125.0% | -21.7% | -12.3% |
| 5Y | -26.7% | +210.4% | -237.2% | -78.4% |
| All | -26.7% | +206.8% | -233.6% | -78.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling