+188.6%
RIOT vs USHY
+49.7%
+138.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.5% | -4.6% | -3.1% |
| 7D | -0.9% | -0.7% | -0.2% | +2.1% |
| 30D | +3.5% | -0.5% | +4.0% | +6.0% |
| 3M | -13.0% | +0.5% | -13.5% | -14.2% |
| 6M | +43.1% | +1.5% | +41.6% | +38.5% |
| YTD | +65.4% | +1.7% | +63.6% | +59.9% |
| 1Y | +27.7% | +3.5% | +24.2% | +16.6% |
| 3Y | +91.3% | +27.2% | +64.2% | -10.0% |
| 5Y | -29.3% | +21.0% | -50.3% | -55.5% |
| All | +188.6% | +49.7% | +138.9% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 all: compounded portfolio wealth divided by compounded USHY 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…
all analysis · Full analysis span regression · 6 months rolling