+632.4%
RIOT vs USB
+82.2%
+550.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.2% |
| 7D | +20.8% | +1.2% | +19.6% | +19.8% |
| 30D | +7.0% | +6.3% | +0.7% | +1.8% |
| 3M | -12.3% | -6.1% | -6.1% | -8.9% |
| 6M | -27.3% | +13.0% | -40.2% | -34.9% |
| YTD | +40.7% | +16.6% | +24.2% | +23.5% |
| 1Y | +15.3% | +31.1% | -15.8% | -7.5% |
| 3Y | +72.1% | +100.9% | -28.8% | +8.1% |
| 5Y | -59.7% | +24.5% | -84.2% | -65.7% |
| All | +632.4% | +82.2% | +550.1% | +354.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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