+627.6%
RIOT vs WCC
+507.7%
+119.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | -0.1% | -0.7% |
| 7D | +4.8% | +9.9% | -5.1% | -1.4% |
| 30D | +16.0% | -8.4% | +24.5% | +21.8% |
| 3M | -8.8% | -10.3% | +1.5% | -2.8% |
| 6M | -29.7% | -10.5% | -19.2% | -24.2% |
| YTD | +38.3% | +32.2% | +6.1% | +18.3% |
| 1Y | +26.2% | +25.5% | +0.7% | +11.4% |
| 3Y | +79.0% | +134.7% | -55.7% | +5.0% |
| 5Y | -60.4% | +139.9% | -200.3% | -77.4% |
| 10Y | +638.6% | +433.5% | +205.1% | +163.0% |
| All | +627.6% | +507.7% | +119.9% | +153.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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