+485.8%
RIOT vs XHB
+215.4%
+270.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.9% | +0.7% |
| 7D | -1.5% | -4.6% | +3.1% | +3.9% |
| 30D | +5.7% | -9.1% | +14.8% | +17.6% |
| 3M | -17.9% | -8.6% | -9.3% | -9.8% |
| 6M | +45.0% | -4.0% | +49.0% | +52.8% |
| YTD | +69.5% | -3.9% | +73.4% | +76.3% |
| 1Y | +37.2% | -16.5% | +53.7% | +66.2% |
| 3Y | +111.7% | +22.6% | +89.2% | +62.3% |
| 5Y | -27.5% | +33.9% | -61.5% | -46.1% |
| All | +485.8% | +215.4% | +270.4% | +121.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling