+65.7%
RIOT vs WSM
+19.9%
+45.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.1% | +1.0% | +1.6% |
| 7D | +14.8% | -3.3% | +18.1% | +17.6% |
| 30D | +1.4% | -8.4% | +9.8% | +7.8% |
| 3M | -20.6% | +9.7% | -30.3% | -27.5% |
| 6M | +31.9% | +16.7% | +15.2% | +13.3% |
| YTD | +72.1% | +28.7% | +43.4% | +43.2% |
| 1Y | +65.7% | +13.7% | +52.0% | +29.9% |
| All | +65.7% | +19.9% | +45.8% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling