+619.6%
RIOT vs USFD
+359.9%
+259.7%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | +4.8% | +1.7% | +3.2% | +4.0% |
| 30D | +16.0% | +10.2% | +5.9% | +9.7% |
| 3M | -8.8% | -1.5% | -7.3% | -8.8% |
| 6M | -29.7% | +27.3% | -57.0% | -39.8% |
| YTD | +38.3% | +44.0% | -5.7% | +9.9% |
| 1Y | +26.2% | +50.4% | -24.1% | -1.8% |
| 3Y | +79.0% | +153.6% | -74.6% | +8.4% |
| 5Y | -60.4% | +219.0% | -279.3% | -77.6% |
| All | +619.6% | +359.9% | +259.7% | +381.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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