-20.3%
RIOT vs WELL
+37.3%
-57.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.8% | +6.8% | +10.7% |
| 7D | +6.4% | +9.2% | -2.8% | +10.3% |
| 30D | -20.4% | +10.6% | -31.1% | -17.3% |
| 3M | -28.7% | +7.5% | -36.2% | -26.4% |
| 6M | -17.7% | +15.0% | -32.7% | -13.7% |
| YTD | +21.3% | +35.0% | -13.7% | +22.4% |
| 1Y | -20.3% | +36.5% | -56.8% | -31.5% |
| All | -20.3% | +37.3% | -57.5% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 1y: compounded portfolio wealth divided by compounded WELL 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…
1y analysis · Full analysis span regression · 6 months rolling