+60.2%
SCHD vs RIOT
-26.7%
+86.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.5% | -2.1% | +0.3% |
| 7D | -2.0% | -1.5% | -0.4% | -1.9% |
| 30D | -0.4% | +5.7% | -6.1% | -0.9% |
| 3M | +5.7% | -17.9% | +23.6% | +6.2% |
| 6M | +11.9% | +45.0% | -33.1% | +8.4% |
| YTD | +26.4% | +69.5% | -43.0% | +20.7% |
| 1Y | +27.6% | +37.2% | -9.6% | +22.6% |
| 3Y | +54.9% | +111.7% | -56.8% | +38.0% |
| All | +60.2% | -26.7% | +86.9% | +38.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling