+79.0%
RIOT vs WELL
+204.0%
-125.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.7% |
| 7D | +4.8% | +0.1% | +4.7% | +4.8% |
| 30D | +16.0% | +5.7% | +10.4% | +14.3% |
| 3M | -8.8% | +4.6% | -13.4% | -10.0% |
| 6M | -29.7% | +11.9% | -41.5% | -33.0% |
| YTD | +38.3% | +33.6% | +4.7% | +18.1% |
| 1Y | +26.2% | +29.8% | -3.5% | +9.4% |
| 3Y | +79.0% | +202.2% | -123.2% | -36.1% |
| All | +79.0% | +204.0% | -125.1% | -36.1% |
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