-29.6%
RIOT vs WMB
+285.8%
-315.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.1% |
| 7D | +18.4% | 0.0% | +18.4% | +18.3% |
| 30D | +13.8% | +4.6% | +9.2% | +8.6% |
| 3M | -12.7% | +5.7% | -18.5% | -17.8% |
| 6M | +50.1% | +4.2% | +45.9% | +41.0% |
| YTD | +74.2% | +26.8% | +47.3% | +36.4% |
| 1Y | +45.1% | +34.7% | +10.4% | +6.1% |
| 3Y | +101.6% | +146.8% | -45.2% | -13.5% |
| 5Y | -29.6% | +285.0% | -314.6% | -77.2% |
| All | -29.6% | +285.8% | -315.4% | -77.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling