+103.3%
RIOT vs WMB
+148.7%
-45.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.2% | +0.5% |
| 7D | +25.1% | +0.8% | +24.3% | +24.2% |
| 30D | +8.5% | +7.7% | +0.8% | +1.4% |
| 3M | -13.4% | +6.7% | -20.1% | -18.5% |
| 6M | +57.1% | +3.6% | +53.5% | +48.8% |
| YTD | +75.7% | +28.0% | +47.7% | +36.5% |
| 1Y | +65.6% | +37.6% | +28.0% | +18.0% |
| 3Y | +103.3% | +149.0% | -45.7% | -10.9% |
| All | +103.3% | +148.7% | -45.4% | -10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling