+65.6%
RIOT vs WM
+0.6%
+65.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +1.5% |
| 7D | +25.1% | -0.9% | +26.0% | +23.7% |
| 30D | +8.5% | -4.3% | +12.8% | +3.2% |
| 3M | -13.4% | +0.8% | -14.1% | -12.5% |
| 6M | +57.1% | -10.8% | +67.9% | +48.6% |
| YTD | +75.7% | -0.1% | +75.7% | +80.5% |
| 1Y | +65.6% | +1.0% | +64.6% | +83.2% |
| All | +65.6% | +0.6% | +65.1% | +83.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling