+2.0%
RIOT vs WM
+20.0%
-18.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.1% | +5.5% | +5.9% |
| 7D | +49.2% | -0.5% | +49.6% | +48.7% |
| 30D | +4.6% | +13.3% | -8.7% | +23.7% |
| 3M | -13.9% | +4.4% | -18.3% | -7.9% |
| 6M | -26.7% | +10.8% | -37.5% | -15.5% |
| YTD | +39.4% | +9.1% | +30.3% | +65.2% |
| All | +2.0% | +20.0% | -18.0% | +32.8% |
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 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