-53.8%
RIOT vs WMB
+204.0%
-257.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.1% | -0.6% |
| 7D | +18.9% | +1.6% | +17.4% | +17.5% |
| 30D | +11.0% | -7.1% | +18.1% | +16.8% |
| 3M | -9.7% | -4.0% | -5.7% | -8.5% |
| 6M | -27.9% | -5.7% | -22.1% | -26.7% |
| YTD | +44.3% | +17.2% | +27.1% | +19.0% |
| 1Y | +13.3% | +17.2% | -3.9% | -6.8% |
| 3Y | +76.4% | +121.1% | -44.6% | -19.1% |
| 5Y | -53.8% | +197.2% | -250.9% | -83.1% |
| All | -53.8% | +204.0% | -257.8% | -83.1% |
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