+111.7%
RIOT vs WPM
+267.3%
-155.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.1% | +0.4% | +1.5% |
| 7D | -1.5% | -0.6% | -1.0% | -1.2% |
| 30D | +5.7% | +14.4% | -8.8% | -0.3% |
| 3M | -17.9% | +37.0% | -54.8% | -28.7% |
| 6M | +45.0% | +4.1% | +40.8% | +39.8% |
| YTD | +69.5% | +31.7% | +37.7% | +56.3% |
| 1Y | +37.2% | +44.2% | -7.0% | +24.1% |
| 3Y | +111.7% | +265.5% | -153.8% | +51.1% |
| All | +111.7% | +267.3% | -155.5% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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