+65.7%
RIOT vs XHB
-9.3%
+74.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.2% | +2.3% |
| 7D | +14.8% | -1.3% | +16.1% | +16.1% |
| 30D | +1.4% | -6.9% | +8.3% | +7.3% |
| 3M | -20.6% | -1.3% | -19.4% | -19.9% |
| 6M | +31.9% | -6.8% | +38.7% | +32.0% |
| YTD | +72.1% | +0.7% | +71.3% | +70.9% |
| 1Y | +65.7% | -11.2% | +76.9% | +49.7% |
| All | +65.7% | -9.3% | +74.9% | +49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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