+685.8%
RIOT vs WM
+337.2%
+348.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.1% | +5.5% | +5.6% |
| 7D | +49.2% | -0.5% | +49.6% | +49.2% |
| 30D | +4.6% | +13.3% | -8.7% | -0.7% |
| 3M | -13.9% | +4.4% | -18.3% | -15.9% |
| 6M | -26.7% | +10.8% | -37.5% | -31.2% |
| YTD | +39.4% | +9.1% | +30.3% | +30.2% |
| 1Y | +3.8% | +19.1% | -15.3% | -7.7% |
| 3Y | +73.0% | +45.7% | +27.3% | +34.0% |
| 5Y | -55.7% | +60.4% | -116.1% | -68.0% |
| 10Y | +685.8% | +328.7% | +357.1% | +584.0% |
| All | +685.8% | +337.2% | +348.6% | +584.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 10y: compounded portfolio wealth divided by compounded WM 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…
10y analysis · Full analysis span regression · 6 months rolling