+485.8%
RIOT vs WMB
+307.8%
+178.0%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.7% | +2.0% |
| 7D | -1.5% | -1.0% | -0.5% | -0.8% |
| 30D | +5.7% | -0.4% | +6.1% | +5.2% |
| 3M | -17.9% | +3.2% | -21.1% | -20.2% |
| 6M | +45.0% | +0.1% | +44.9% | +42.3% |
| YTD | +69.5% | +23.9% | +45.6% | +43.9% |
| 1Y | +37.2% | +27.6% | +9.6% | +13.4% |
| 3Y | +111.7% | +141.9% | -30.2% | +17.8% |
| 5Y | -27.5% | +273.8% | -301.3% | -68.5% |
| All | +485.8% | +307.8% | +178.0% | +147.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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