-9.3%
SHOP vs RIOT
-30.6%
+21.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +2.1% | -9.7% | -8.2% |
| 7D | -4.1% | +25.1% | -29.2% | -10.5% |
| 30D | -11.5% | +8.5% | -20.0% | -14.5% |
| 3M | +21.1% | -13.4% | +34.4% | +20.7% |
| 6M | +3.0% | +57.1% | -54.2% | -17.3% |
| YTD | -16.7% | +75.7% | -92.4% | -37.2% |
| 1Y | -8.3% | +65.6% | -73.9% | -31.7% |
| 3Y | +112.8% | +103.3% | +9.5% | +14.9% |
| 5Y | -9.3% | -26.7% | +17.5% | -44.6% |
| All | -9.3% | -30.6% | +21.4% | -44.6% |
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