+65.7%
RIOT vs XLU
+4.9%
+60.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.1% | +3.0% | +3.0% |
| 7D | +14.8% | +0.8% | +14.0% | +13.9% |
| 30D | +1.4% | -1.3% | +2.7% | +2.9% |
| 3M | -20.6% | -1.3% | -19.3% | -19.7% |
| 6M | +31.9% | -7.6% | +39.5% | +46.2% |
| YTD | +72.1% | +2.3% | +69.8% | +54.1% |
| 1Y | +65.7% | +5.8% | +59.9% | +58.2% |
| All | +65.7% | +4.9% | +60.7% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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