-26.7%
RIOT vs ZS
-38.5%
+11.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.8% | +2.1% |
| 7D | -1.5% | -3.1% | +1.6% | 0.0% |
| 30D | +5.7% | -7.2% | +12.9% | +8.2% |
| 3M | -17.9% | +30.5% | -48.3% | -32.4% |
| 6M | +45.0% | +7.0% | +38.0% | +19.3% |
| YTD | +69.5% | -26.8% | +96.3% | +76.5% |
| 1Y | +37.2% | -42.6% | +79.8% | +66.5% |
| 3Y | +111.7% | -0.3% | +112.0% | +65.6% |
| All | -26.7% | -38.5% | +11.8% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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