+805.4%
RIOT vs WELL
+401.6%
+403.8%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.1% | +5.2% | +3.9% |
| 7D | +14.8% | -0.8% | +15.6% | +15.1% |
| 30D | +1.4% | -0.1% | +1.5% | +1.3% |
| 3M | -20.6% | +18.0% | -38.7% | -26.4% |
| 6M | +31.9% | +15.0% | +16.9% | +23.3% |
| YTD | +72.1% | +28.6% | +43.4% | +53.7% |
| 1Y | +65.7% | +42.9% | +22.7% | +41.4% |
| 3Y | +97.5% | +203.0% | -105.6% | +25.2% |
| 5Y | -36.7% | +206.9% | -243.6% | -60.1% |
| 10Y | +550.1% | +339.5% | +210.7% | +257.3% |
| All | +805.4% | +401.6% | +403.8% | +410.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling