+685.8%
RIOT vs USFD
+369.2%
+316.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | +29.0% | +8.4% | +20.6% | +23.9% |
| 30D | +7.1% | +12.7% | -5.7% | -0.1% |
| 3M | -6.8% | +1.1% | -7.9% | -8.1% |
| 6M | -24.9% | +30.2% | -55.1% | -36.5% |
| YTD | +42.7% | +45.8% | -3.1% | +12.7% |
| 1Y | +4.4% | +51.9% | -47.5% | -19.2% |
| 3Y | +74.5% | +158.5% | -84.0% | +4.6% |
| 5Y | -50.5% | +208.0% | -258.5% | -71.8% |
| 10Y | +685.8% | +376.6% | +309.2% | +430.4% |
| All | +685.8% | +369.2% | +316.6% | +430.4% |
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