-29.6%
RIOT vs WELL
+211.0%
-240.6%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.5% |
| 7D | +18.4% | -1.1% | +19.6% | +19.3% |
| 30D | +13.8% | +0.7% | +13.0% | +12.9% |
| 3M | -12.7% | +14.5% | -27.3% | -21.8% |
| 6M | +50.1% | +14.4% | +35.7% | +32.9% |
| YTD | +74.2% | +28.5% | +45.7% | +40.7% |
| 1Y | +45.1% | +41.8% | +3.3% | +7.4% |
| 3Y | +101.6% | +202.8% | -101.3% | -25.5% |
| 5Y | -29.6% | +208.8% | -238.4% | -74.7% |
| All | -29.6% | +211.0% | -240.6% | -74.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling