+485.8%
RIOT vs WU
-39.1%
+524.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.2% |
| 7D | -1.5% | -3.5% | +2.0% | +0.3% |
| 30D | +5.7% | -2.9% | +8.6% | +6.9% |
| 3M | -17.9% | -2.3% | -15.6% | -19.7% |
| 6M | +45.0% | -25.4% | +70.3% | +65.4% |
| YTD | +69.5% | -21.2% | +90.7% | +85.0% |
| 1Y | +37.2% | -8.9% | +46.0% | +35.7% |
| 3Y | +111.7% | -29.0% | +140.7% | +140.2% |
| 5Y | -27.5% | -50.7% | +23.2% | +0.7% |
| All | +485.8% | -39.1% | +524.9% | +597.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling