+106.6%
RIOT vs WELL
+201.0%
-94.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.1% | -5.0% | -5.0% |
| 7D | -0.9% | -2.2% | +1.3% | -0.1% |
| 30D | +3.5% | +4.7% | -1.2% | +1.7% |
| 3M | -13.0% | +11.9% | -24.9% | -18.3% |
| 6M | +43.1% | +14.3% | +28.8% | +31.7% |
| YTD | +65.4% | +28.4% | +37.0% | +41.0% |
| 1Y | +27.7% | +42.3% | -14.5% | +0.9% |
| All | +106.6% | +201.0% | -94.4% | -27.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling