-29.3%
RIOT vs WU
-51.6%
+22.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.4% | -4.7% |
| 7D | -0.9% | -5.0% | +4.1% | +1.4% |
| 30D | +3.5% | -2.3% | +5.8% | +4.2% |
| 3M | -13.0% | -3.2% | -9.8% | -14.6% |
| 6M | +43.1% | -25.0% | +68.1% | +61.1% |
| YTD | +65.4% | -21.7% | +87.0% | +79.5% |
| 1Y | +27.7% | -9.0% | +36.7% | +25.6% |
| 3Y | +91.3% | -28.9% | +120.2% | +114.1% |
| 5Y | -29.3% | -51.0% | +21.8% | 0.0% |
| All | -29.3% | -51.6% | +22.3% | 0.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling