+485.8%
RIOT vs WEC
+146.6%
+339.2%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | -1.5% | -0.6% | -0.9% | -1.5% |
| 30D | +5.7% | -2.6% | +8.3% | +5.6% |
| 3M | -17.9% | -6.0% | -11.8% | -17.9% |
| 6M | +45.0% | -5.4% | +50.4% | +44.9% |
| YTD | +69.5% | +2.5% | +67.0% | +69.4% |
| 1Y | +37.2% | -0.7% | +37.9% | +37.2% |
| 3Y | +111.7% | +38.7% | +73.0% | +112.6% |
| 5Y | -27.5% | +31.7% | -59.2% | -26.8% |
| All | +485.8% | +146.6% | +339.2% | +613.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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