+527.2%
RIOT vs WM
+305.2%
+222.0%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.3% |
| 7D | +25.1% | -0.9% | +26.0% | +25.6% |
| 30D | +8.5% | -4.3% | +12.8% | +10.3% |
| 3M | -13.4% | +0.8% | -14.1% | -15.0% |
| 6M | +57.1% | -10.8% | +67.9% | +61.9% |
| YTD | +75.7% | -0.1% | +75.7% | +70.6% |
| 1Y | +65.6% | +1.0% | +64.6% | +58.7% |
| 3Y | +103.3% | +45.1% | +58.2% | +54.5% |
| 5Y | -26.7% | +52.1% | -78.9% | -46.6% |
| 10Y | +527.2% | +302.9% | +224.2% | +169.8% |
| All | +527.2% | +305.2% | +222.0% | +169.8% |
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