+210.3%
RSP vs RIOT
+747.2%
-536.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.7% |
| 7D | +1.8% | +20.8% | -19.0% | +0.8% |
| 30D | +3.5% | +7.0% | -3.5% | +2.8% |
| 3M | +0.2% | -12.3% | +12.5% | +0.3% |
| 6M | +9.1% | -27.3% | +36.4% | +9.8% |
| YTD | +16.6% | +40.7% | -24.1% | +12.5% |
| 1Y | +17.9% | +15.3% | +2.6% | +14.7% |
| 3Y | +64.6% | +72.1% | -7.5% | +51.3% |
| 5Y | +48.4% | -59.7% | +108.1% | +38.0% |
| All | +210.3% | +747.2% | -536.9% | +138.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RIOT.
Daily Out/Under-Performance
Portfolio return minus RIOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIOT 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 RIOT 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