+259.2%
SCHD vs RIOT
+971.4%
-712.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.9% |
| 7D | -2.6% | +18.4% | -21.1% | -3.2% |
| 30D | -0.3% | +13.8% | -14.1% | -0.9% |
| 3M | +6.1% | -12.7% | +18.8% | +6.2% |
| 6M | +11.7% | +50.1% | -38.4% | +9.2% |
| YTD | +26.3% | +74.2% | -47.9% | +22.4% |
| 1Y | +28.8% | +45.1% | -16.4% | +25.1% |
| 3Y | +55.0% | +101.6% | -46.5% | +44.8% |
| 5Y | +60.0% | -29.6% | +89.6% | +49.1% |
| 10Y | +243.1% | +528.1% | -285.0% | +171.4% |
| All | +259.2% | +971.4% | -712.2% | +185.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling